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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's SPYD Position: Q1 2026 in Review

High Net Worth Advisory Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.6% in Q1 2026, buying an estimated $2.71K and bringing the position to 9,926 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #152.

High Net Worth Advisory Group first reported a position in SPYD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q2 2023. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

High Net Worth Advisory Group held 9,926 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $452K as of Q1 2026.
High Net Worth Advisory Group bought 59 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $2.71K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.11% of High Net Worth Advisory Group's portfolio in Q1 2026, its #152 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 18 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.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.