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Elwood & Goetz Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$589K Sell
12,337
-185
-1% -$8.7K 0.09% 76
2026
Q1 		$570K Buy
12,522
+1,200
+11% +$55.1K 0.1% 66
2025
Q4 		$490K Buy
11,322
+437
+4% +$18.9K 0.09% 66
2025
Q3 		$479K Buy
10,885
+771
+8% +$33.8K 0.09% 68
2025
Q2 		$429K Hold
10,114
– – 0.09% 63
2025
Q1 		$448K Sell
10,114
-288
-3% -$12.7K 0.11% 58
2024
Q4 		$450K Hold
10,402
– – 0.11% 55
2024
Q3 		$475K Buy
10,402
+93
+0.9% +$4.04K 0.12% 56
2024
Q2 		$415K Hold
10,309
– – 0.12% 49
2024
Q1 		$420K Sell
10,309
-16
-0.2% -$624 0.1% 55
2023
Q4 		$405K Hold
10,325
– – 0.09% 54
2023
Q3 		$362K Hold
10,325
– – 0.08% 54
2023
Q2 		$383K Buy
10,325
+897
+10% +$33.1K 0.09% 47
2023
Q1 		$358K Hold
9,428
– – 0.09% 47
2022
Q4 		$373K Buy
9,428
+207
+2% +$8.1K 0.11% 46
2022
Q3 		$327K Sell
9,221
-1,677
-15% -$67.5K 0.11% 49
2022
Q2 		$435K Sell
10,898
-675
-6% -$29K 0.15% 40
2022
Q1 		$509K Hold
11,573
– – 0.16% 42
2021
Q4 		$487K Hold
11,573
– – 0.15% 40
2021
Q3 		$453K Hold
11,573
– – 0.16% 36
2021
Q2 		$464K Hold
11,573
– – 0.17% 34
2021
Q1 		$446K Hold
11,573
– – 0.19% 32
2020
Q4 		$381K Buy
+11,573
New +$358K 0.17% 34

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

Elwood & Goetz Wealth Advisory Group's SPYD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.5% in Q2 2026, selling an estimated $8.7K and leaving 12,337 shares worth $589K. The position accounts for 0.09% of the portfolio, ranked #76.

Elwood & Goetz Wealth Advisory Group first reported a position in SPYD in Q4 2020 and has held it in 23 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 12,337 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $589K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 185 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.7K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.