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

Cornerstone 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 Q1	$304K	Buy	6,682 +15	+0.2%	+$689	0.02%	572
2025 Q4	$288K	Buy	6,667 +1,319	+25%	+$57.1K	0.02%	559
2025 Q3	$235K	Buy	5,348 +15	+0.3%	+$658	0.01%	599
2025 Q2	$226K	Buy	5,333 +17	+0.3%	+$714	0.01%	585
2025 Q1	$235K	Buy	5,316 +13	+0.2%	+$571	0.02%	533
2024 Q4	$229K	Sell	5,303 -389	-7%	-$17.6K	0.02%	528
2024 Q3	$260K	Buy	5,692 +13	+0.2%	+$565	0.02%	487
2024 Q2	$228K	Sell	5,679 -773	-12%	-$31K	0.02%	493
2024 Q1	$263K	Buy	6,452 +23	+0.4%	+$898	0.02%	461
2023 Q4	$252K	Buy	+6,429	New	+$231K	0.02%	450
2022 Q3	–	Sell	-14,144	Closed	-$564K	–	460
2022 Q2	$564K	Sell	14,144 -1,927	-12%	-$82.9K	0.06%	236
2022 Q1	$706K	Sell	16,071 -2,281	-12%	-$98.3K	0.07%	221
2021 Q4	$773K	Sell	18,352 -3,769	-17%	-$154K	0.07%	218
2021 Q3	$865K	Sell	22,121 -26,780	-55%	-$1.07M	0.09%	197
2021 Q2	$1.96M	Sell	48,901 -1,797	-4%	-$73.1K	0.21%	111
2021 Q1	$1.95M	Buy	50,698 +12,652	+33%	+$461K	0.23%	95
2020 Q4	$1.25M	Buy	38,046 +14,331	+60%	+$443K	0.16%	127
2020 Q3	$650K	Buy	23,715 +7,850	+49%	+$222K	0.1%	186
2020 Q2	$442K	Buy	15,865 +607	+4%	+$16.6K	0.07%	232
2020 Q1	$375K	Buy	+15,258	New	+$531K	0.07%	237

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Management's SPYD Position: Q1 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.22% in Q1 2026, buying an estimated $689 and bringing the position to 6,682 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #572.

Cornerstone Wealth Management first reported a position in SPYD in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.96M in Q2 2021. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Cornerstone Wealth Management held 6,682 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $304K as of Q1 2026.
Cornerstone Wealth Management bought 15 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $689.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q1 2026, its #572 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and has held it in 20 quarters since.
Cornerstone Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.96M in Q2 2021.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.