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

Fourth Dimension Wealth’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	$49.4K	Hold	1,035	–	–	0.02%	268
2026 Q1	$47.1K	Hold	1,035	–	–	0.02%	236
2025 Q4	$44.8K	Buy	+1,035	New	+$44.8K	0.02%	246
2025 Q3	–	Sell	-1,050	Closed	-$44.6K	–	610
2025 Q2	$44.6K	Hold	1,050	–	–	0.02%	235
2025 Q1	$46.5K	Hold	1,050	–	–	0.02%	226
2024 Q4	$45.4K	Buy	+1,050	New	+$47.6K	0.02%	232

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 22.96% 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

Fourth Dimension Wealth's SPYD Position: Q2 2026 in Review

Fourth Dimension Wealth held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 1,035 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #268.

Fourth Dimension Wealth first reported a position in SPYD in Q4 2024 and has held it in 6 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Fourth Dimension Wealth held 1,035 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $49.4K as of Q2 2026.
Fourth Dimension Wealth left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #268 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 6 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 Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.