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

Heck Capital 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	$837K	Sell	17,547 -503	-3%	-$23.6K	0.05%	127
2026 Q1	$822K	Buy	18,050 +2,571	+17%	+$118K	0.06%	126
2025 Q4	$669K	Buy	15,479 +4,321	+39%	+$187K	0.05%	128
2025 Q3	$491K	Sell	11,158 -3,986	-26%	-$175K	0.04%	147
2025 Q2	$643K	Buy	+15,144	New	+$636K	0.06%	118

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Heck Capital Advisors's SPYD Position: Q2 2026 in Review

Heck Capital Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.8% in Q2 2026, selling an estimated $23.6K and leaving 17,547 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #127.

Heck Capital Advisors first reported a position in SPYD in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Heck Capital Advisors held 17,547 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $837K as of Q2 2026.
Heck Capital Advisors sold 503 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $23.6K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Heck Capital Advisors's portfolio in Q2 2026, its #127 holding.
Heck Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and has held it in 5 quarters since.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.