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

Diversify 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	$383K	Buy	7,679 +2,028	+36%	+$95.3K	0.01%	968
2026 Q1	$262K	Buy	+5,651	New	+$260K	﹤0.01%	1008
2025 Q3	–	Sell	-5,096	Closed	-$221K	–	561
2025 Q2	$221K	Buy	+5,096	New	+$214K	0.01%	503

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

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

Diversify Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 36% in Q2 2026, buying an estimated $95.3K and bringing the position to 7,679 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #968.

Diversify Wealth Management first reported a position in SPYD in Q2 2025 and has held it in 3 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Diversify Wealth Management held 7,679 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $383K as of Q2 2026.
Diversify Wealth Management bought 2,028 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $95.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #968 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and has held it in 3 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.