Collaborative Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Collaborative Wealth Management’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Buy	6,003 +966	+19%	+$45.4K	0.12%	124
2026 Q1	$229K	Buy	5,037 +152	+3%	+$6.98K	0.11%	135
2025 Q4	$211K	Buy	4,885 +151	+3%	+$6.54K	0.07%	224
2025 Q3	$208K	Sell	4,734 -9	-0.2%	-$395	0.08%	180
2025 Q2	$201K	Sell	4,743 -13	-0.3%	-$546	0.09%	172
2025 Q1	$211K	Buy	4,756 +120	+3%	+$5.28K	0.1%	162
2024 Q4	$200K	Sell	4,636 -32	-0.7%	-$1.45K	0.09%	169
2024 Q3	$213K	Sell	4,668 -944	-17%	-$41K	0.1%	164
2024 Q2	$226K	Buy	+5,612	New	+$225K	0.11%	149

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Collaborative Wealth Management's SPYD Position: Q2 2026 in Review

Collaborative Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 19% in Q2 2026, buying an estimated $45.4K and bringing the position to 6,003 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #124.

Collaborative Wealth Management first reported a position in SPYD in Q2 2024 and has held it in 9 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Collaborative Wealth Management held 6,003 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $286K as of Q2 2026.
Collaborative Wealth Management bought 966 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $45.4K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.12% of Collaborative Wealth Management's portfolio in Q2 2026, its #124 holding.
Collaborative Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.