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

HHM 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	$1.1K	Hold	23	–	–	﹤0.01%	832
2026 Q1	$1.05K	Hold	23	–	–	﹤0.01%	831
2025 Q4	$995	Buy	+23	New	+$996	﹤0.01%	795
2025 Q3	–	Sell	-40	Closed	-$1.7K	–	925
2025 Q2	$1.7K	Hold	40	–	–	﹤0.01%	782
2025 Q1	$1.77K	Hold	40	–	–	﹤0.01%	771
2024 Q4	$1.73K	Sell	40 -48	-55%	-$2.18K	﹤0.01%	769
2024 Q3	$4.02K	Sell	88 -45	-34%	-$1.95K	﹤0.01%	677
2024 Q2	$5.35K	Sell	133 -87	-40%	-$3.49K	﹤0.01%	627
2024 Q1	$8.96K	Hold	220	–	–	﹤0.01%	537
2023 Q4	$8.62K	Hold	220	–	–	﹤0.01%	539
2023 Q3	$7.72K	Hold	220	–	–	﹤0.01%	549
2023 Q2	$8.16K	Hold	220	–	–	﹤0.01%	572
2023 Q1	$8.36K	Hold	220	–	–	﹤0.01%	552
2022 Q4	$8.71K	Hold	220	–	–	﹤0.01%	471
2022 Q3	$8K	Buy	+220	New	+$8.86K	﹤0.01%	473

Other funds holding SPYD

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return