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

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 22.9% 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

HHM Wealth Advisors's SPYD Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 23 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

HHM Wealth Advisors first reported a position in SPYD in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.96K in Q1 2024. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

HHM Wealth Advisors held 23 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.1K as of Q2 2026.
HHM Wealth Advisors 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 ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #832 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 15 quarters since.
HHM Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $8.96K in Q1 2024.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.