IWM
SPYD icon

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

IHT Wealth Management’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 		$2.58M Buy
53,999
+23,388
+76% +$1.1M 0.05% 334
2026
Q1 		$1.39M Sell
30,611
-6,150
-17% -$283K 0.03% 481
2025
Q4 		$1.59M Buy
36,761
+28,583
+350% +$1.24M 0.04% 399
2025
Q3 		$360K Sell
8,178
-332
-4% -$14.6K 0.01% 853
2025
Q2 		$361K Sell
8,510
-2,955
-26% -$124K 0.01% 815
2025
Q1 		$507K Sell
11,465
-3,192
-22% -$140K 0.02% 666
2024
Q4 		$634K Buy
14,657
+2,664
+22% +$121K 0.02% 610
2024
Q3 		$547K Buy
11,993
+212
+2% +$9.21K 0.02% 696
2024
Q2 		$474K Buy
11,781
+3,758
+47% +$151K 0.02% 653
2024
Q1 		$327K Buy
8,023
+1,842
+30% +$71.9K 0.01% 769
2023
Q4 		$242K Sell
6,181
-2,871
-32% -$103K 0.01% 844
2023
Q3 		$317K Sell
9,052
-770
-8% -$28.7K 0.02% 709
2023
Q2 		$364K Buy
9,822
+147
+2% +$5.43K 0.02% 650
2023
Q1 		$368K Buy
9,675
+1,512
+19% +$60.4K 0.02% 619
2022
Q4 		$323K Buy
8,163
+1,859
+29% +$72.7K 0.02% 626
2022
Q3 		$224K Buy
+6,304
New +$254K 0.02% 744
2022
Q1 		– Sell
-5,294
Closed -$223K – 844
2021
Q4 		$223K Sell
5,294
-530
-9% -$21.6K 0.02% 717
2021
Q3 		$228K Sell
5,824
-422
-7% -$16.8K 0.02% 694
2021
Q2 		$250K Buy
+6,246
New +$254K 0.02% 782
2021
Q1 		– Sell
-6,619
Closed -$218K – 871
2020
Q4 		$218K Sell
6,619
-5,016
-43% -$155K 0.02% 667
2020
Q3 		$319K Sell
11,635
-5,892
-34% -$167K 0.03% 465
2020
Q2 		$488K Buy
+17,527
New +$479K 0.07% 298

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IHT Wealth Management's SPYD Position: Q2 2026 in Review

IHT Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 76% in Q2 2026, buying an estimated $1.1M and bringing the position to 53,999 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #334.

IHT Wealth Management first reported a position in SPYD in Q2 2020 and has held it in 22 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • IHT Wealth Management held 53,999 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.58M as of Q2 2026.
  • IHT Wealth Management bought 23,388 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.1M.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of IHT Wealth Management's portfolio in Q2 2026, its #334 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and has held it in 22 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.