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

Golden State 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
Q2 		$8.64K Sell
181
-46
-20% -$2.16K ﹤0.01% 1144
2026
Q1 		$10.4K Sell
227
-112
-33% -$5.15K ﹤0.01% 1080
2025
Q4 		$14.7K Buy
339
+2
+0.6% +$87 ﹤0.01% 999
2025
Q3 		$14.8K Buy
337
+47
+16% +$2.06K ﹤0.01% 994
2025
Q2 		$12.3K Buy
290
+2
+0.7% +$84 ﹤0.01% 1025
2025
Q1 		$12.8K Buy
288
+5
+2% +$220 ﹤0.01% 923
2024
Q4 		$12.2K Buy
+283
New +$12.8K ﹤0.01% 909
2022
Q1 		– Sell
-5,856
Closed -$246K – 356
2021
Q4 		$246K Sell
5,856
-800
-12% -$32.6K 0.04% 326
2021
Q3 		$260K Sell
6,656
-1,862
-22% -$74.1K 0.06% 252
2021
Q2 		$341K Sell
8,518
-100
-1% -$4.07K 0.08% 208
2021
Q1 		$331K Sell
8,618
-2,025
-19% -$73.8K 0.11% 135
2020
Q4 		$351K Sell
10,643
-1,000
-9% -$30.9K 0.1% 158
2020
Q3 		$319K Buy
11,643
+210
+2% +$5.94K 0.11% 137
2020
Q2 		$318K Buy
11,433
+5,558
+95% +$152K 0.08% 156
2020
Q1 		$145K Buy
+5,875
New +$205K 0.06% 195
2019
Q4 		– Sell
-27,474
Closed -$1.04M – 807
2019
Q3 		$1.04M Sell
27,474
-645
-2% -$24.1K 0.34% 58
2019
Q2 		$1.07M Buy
28,119
+2,672
+11% +$101K 0.34% 62
2019
Q1 		$963K Buy
+25,447
New +$938K 0.32% 63

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

Golden State Wealth Management's SPYD Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 20% in Q2 2026, selling an estimated $2.16K and leaving 181 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Golden State Wealth Management first reported a position in SPYD in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.07M in Q2 2019. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Golden State Wealth Management held 181 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $8.64K as of Q2 2026.
  • Golden State Wealth Management sold 46 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.16K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1144 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.07M in Q2 2019.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.