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

Gateway Wealth Partners’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	$3.37M	Sell	70,585 -70,967	-50%	-$3.34M	0.2%	128
2026 Q1	$6.44M	Buy	141,552 +69,064	+95%	+$3.17M	0.25%	109
2025 Q4	$3.14M	Sell	72,488 -223	-0.3%	-$9.66K	0.35%	75
2025 Q3	$3.2M	Buy	72,711 +2,653	+4%	+$116K	0.43%	65
2025 Q2	$2.97M	Buy	70,058 +3,252	+5%	+$137K	0.56%	50
2025 Q1	$2.96M	Buy	66,806 +230	+0.3%	+$10.1K	0.66%	43
2024 Q4	$2.88M	Sell	66,576 -413	-0.6%	-$18.7K	0.75%	36
2024 Q3	$3.06M	Buy	66,989 +25,178	+60%	+$1.09M	0.84%	31
2024 Q2	$1.68M	Sell	41,811 -136	-0.3%	-$5.46K	0.51%	50
2024 Q1	$1.71M	Sell	41,947 -5,492	-12%	-$214K	0.61%	40
2023 Q4	$1.86M	Sell	47,439 -34,695	-42%	-$1.25M	0.75%	34
2023 Q3	$2.88M	Sell	82,134 -5,331	-6%	-$198K	0.52%	42
2023 Q2	$3.24M	Sell	87,465 -4,380	-5%	-$162K	0.58%	38
2023 Q1	$3.49M	Sell	91,845 -1,747	-2%	-$69.8K	0.54%	32
2022 Q4	$3.7M	Buy	+93,592	New	+$3.66M	0.64%	28

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

Gateway Wealth Partners's SPYD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 50% in Q2 2026, selling an estimated $3.34M and leaving 70,585 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #128.

Gateway Wealth Partners first reported a position in SPYD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.44M in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Gateway Wealth Partners held 70,585 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.37M as of Q2 2026.
Gateway Wealth Partners sold 70,967 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $3.34M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.2% of Gateway Wealth Partners's portfolio in Q2 2026, its #128 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.44M in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.