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 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 $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 $4.4B AUM 74.25% 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

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

Diversify Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 5,651 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in SPYD as recently as Q2 2025.

Diversify Wealth Management first reported a position in SPYD in Q2 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Diversify Wealth Management held 5,651 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $262K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Diversify Wealth Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1008 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 2 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.