High Net Worth Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

High Net Worth Advisory Group’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	$478K	Buy	10,017 +91	+0.9%	+$4.28K	0.1%	156
2026 Q1	$452K	Buy	9,926 +59	+0.6%	+$2.71K	0.11%	152
2025 Q4	$427K	Sell	9,867 -38	-0.4%	-$1.65K	0.1%	152
2025 Q3	$436K	Sell	9,905 -392	-4%	-$17.2K	0.1%	148
2025 Q2	$437K	Sell	10,297 -93	-0.9%	-$3.91K	0.12%	140
2025 Q1	$460K	Buy	10,390 +5	+0%	+$220	0.13%	132
2024 Q4	$449K	Buy	10,385 +58	+0.6%	+$2.63K	0.13%	136
2024 Q3	$471K	Buy	10,327 +6	+0.1%	+$261	0.13%	131
2024 Q2	$415K	Buy	10,321 +7	+0.1%	+$281	0.13%	133
2024 Q1	$420K	Buy	10,314 +5	+0%	+$195	0.13%	129
2023 Q4	$404K	Sell	10,309 -17,682	-63%	-$635K	0.15%	125
2023 Q3	$982K	Buy	27,991 +62	+0.2%	+$2.31K	0.39%	66
2023 Q2	$1.04M	Buy	27,929 +3,114	+13%	+$115K	0.4%	63
2023 Q1	$943K	Buy	24,815 +3,885	+19%	+$155K	0.38%	66
2022 Q4	$828K	Buy	20,930 +104	+0.5%	+$4.07K	0.32%	75
2022 Q3	$739K	Buy	20,826 +1,002	+5%	+$40.3K	0.32%	77
2022 Q2	$791K	Buy	19,824 +1,753	+10%	+$75.4K	0.33%	72
2022 Q1	$794K	Hold	18,071	–	–	0.29%	80
2021 Q4	$760K	Buy	+18,071	New	+$737K	0.27%	78

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

High Net Worth Advisory Group's SPYD Position: Q2 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.92% in Q2 2026, buying an estimated $4.28K and bringing the position to 10,017 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #156.

High Net Worth Advisory Group first reported a position in SPYD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2023. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

High Net Worth Advisory Group held 10,017 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $478K as of Q2 2026.
High Net Worth Advisory Group bought 91 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $4.28K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.1% of High Net Worth Advisory Group's portfolio in Q2 2026, its #156 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.04M in Q2 2023.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.