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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
Q2 		$320K Buy
6,698
+16
+0.2% +$752 0.01% 597
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.24% in Q2 2026, buying an estimated $752 and bringing the position to 6,698 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #597.

Cornerstone Wealth Management first reported a position in SPYD in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.96M in Q2 2021. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Cornerstone Wealth Management held 6,698 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $320K as of Q2 2026.
  • Cornerstone Wealth Management bought 16 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $752.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #597 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 21 quarters since.
  • Cornerstone Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.96M in Q2 2021.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.