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

EP Wealth Advisors’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 		$1.75M Buy
36,761
+4,446
+14% +$209K 0.01% 609
2026
Q1 		$1.47M Sell
32,315
-28,881
-47% -$1.33M 0.01% 554
2025
Q4 		$2.65M Buy
+61,196
New +$2.65M 0.01% 386
2025
Q2 		$2.44M Sell
57,582
-10,671
-16% -$448K 0.02% 377
2025
Q1 		$3.02M Sell
68,253
-7,902
-10% -$347K 0.02% 297
2024
Q4 		$3.29M Buy
76,155
+40,289
+112% +$1.83M 0.03% 269
2024
Q3 		$1.64M Buy
35,866
+10,342
+41% +$449K 0.01% 395
2024
Q2 		$1.03M Sell
25,524
-1,982
-7% -$79.5K 0.01% 383
2024
Q1 		$1.12M Sell
27,506
-4,990
-15% -$195K 0.01% 359
2023
Q4 		$1.27M Buy
32,496
+7,017
+28% +$252K 0.02% 328
2023
Q3 		$894K Buy
25,479
+17,052
+202% +$635K 0.01% 357
2023
Q2 		$1.02M Sell
8,427
-273,717
-97% -$10.1M 0.01% 333
2023
Q1 		$116M Buy
282,144
+257,772
+1,058% +$10.3M 1.99% 7
2022
Q4 		$965K Buy
+24,372
New +$953K 0.02% 288
2022
Q3 		– Sell
-4,624
Closed -$185K – 606
2022
Q2 		$185K Buy
4,624
+113
+3% +$4.86K ﹤0.01% 586
2022
Q1 		$198K Buy
+4,511
New +$194K ﹤0.01% 576

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

EP Wealth Advisors's SPYD Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 14% in Q2 2026, buying an estimated $209K and bringing the position to 36,761 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #609.

EP Wealth Advisors first reported a position in SPYD in Q1 2022 and has held it in 16 quarters since. The position peaked at $116M in Q1 2023. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • EP Wealth Advisors held 36,761 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.75M as of Q2 2026.
  • EP Wealth Advisors bought 4,446 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $209K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #609 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 16 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $116M in Q1 2023.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.