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

Concord Wealth Partners’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	$95	Buy	+2	New	+$94	﹤0.01%	864
2026 Q1	–	Sell	-2	Closed	-$87	–	706
2025 Q4	$87	Hold	2	–	–	﹤0.01%	825
2025 Q3	$88	Hold	2	–	–	﹤0.01%	809
2025 Q2	$85	Hold	2	–	–	﹤0.01%	837
2025 Q1	$89	Hold	2	–	–	﹤0.01%	794
2024 Q4	$86	Hold	2	–	–	﹤0.01%	905
2024 Q3	$91	Hold	2	–	–	﹤0.01%	941
2024 Q2	$80	Hold	2	–	–	﹤0.01%	814
2024 Q1	$81	Sell	2 -1,498	-100%	-$58.5K	﹤0.01%	837
2023 Q4	$58.8K	Hold	1,500	–	–	0.01%	337
2023 Q3	$52.6K	Sell	1,500 -5	-0.3%	-$186	0.01%	371
2023 Q2	$55.8K	Sell	1,505 -378	-20%	-$14K	0.01%	352
2023 Q1	$71.6K	Sell	1,883 -21,408	-92%	-$855K	0.02%	296
2022 Q4	$922K	Buy	+23,291	New	+$911K	0.28%	50
2022 Q3	–	Sell	-161	Closed	-$6K	–	1008
2022 Q2	$6K	Buy	+161	New	+$6.92K	﹤0.01%	795

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 22.9% 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

Concord Wealth Partners's SPYD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 2 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPYD as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPYD in Q2 2022 and has held it in 15 quarters since. The position peaked at $922K in Q4 2022. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Concord Wealth Partners held 2 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $95 as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #864 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and has held it in 15 quarters since.
Concord Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $922K in Q4 2022.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.