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

Independent Wealth Network’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	$3.45M	Buy	72,228 +7,583	+12%	+$356K	0.88%	19
2026 Q1	$2.94M	Sell	64,645 -30,939	-32%	-$1.42M	0.87%	21
2025 Q4	$4.13M	Buy	95,584 +7,097	+8%	+$307K	1.26%	16
2025 Q3	$3.89M	Buy	88,487 +1,311	+2%	+$57.5K	1.25%	18
2025 Q2	$3.7M	Buy	87,176 +2,041	+2%	+$85.8K	1.35%	15
2025 Q1	$3.77M	Buy	85,135 +2,132	+3%	+$93.7K	1.5%	13
2024 Q4	$3.59M	Buy	83,003 +2,998	+4%	+$136K	1.46%	15
2024 Q3	$3.65M	Sell	80,005 -2,451	-3%	-$106K	1.61%	12
2024 Q2	$3.32M	Buy	82,456 +520	+0.6%	+$20.9K	1.54%	13
2024 Q1	$3.34M	Buy	81,936 +2,774	+4%	+$108K	1.56%	14
2023 Q4	$3.1M	Buy	79,162 +1,794	+2%	+$64.4K	1.63%	14
2023 Q3	$2.71M	Buy	77,368 +1,171	+2%	+$43.6K	1.67%	13
2023 Q2	$2.83M	Buy	76,197 +4,273	+6%	+$158K	1.7%	13
2023 Q1	$2.73M	Buy	71,924 +1,580	+2%	+$63.1K	1.75%	12
2022 Q4	$2.78M	Buy	70,344 +5,758	+9%	+$225K	1.9%	11
2022 Q3	$2.29M	Buy	64,586 +3,674	+6%	+$148K	1.79%	11
2022 Q2	$2.43M	Buy	60,912 +7,351	+14%	+$316K	1.75%	11
2022 Q1	$2.35M	Buy	53,561 +1,116	+2%	+$48.1K	1.49%	14
2021 Q4	$2.21M	Buy	52,445 +4,458	+9%	+$182K	1.36%	18
2021 Q3	$1.98M	Buy	+47,987	New	+$1.91M	1.3%	18

Other funds holding SPYD

AOI

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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Wealth Network's SPYD Position: Q2 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 12% in Q2 2026, buying an estimated $356K and bringing the position to 72,228 shares worth $3.45M. The position accounts for 0.88% of the portfolio, ranked #19.

Independent Wealth Network first reported a position in SPYD in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.13M in Q4 2025. 110 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Independent Wealth Network held 72,228 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.45M as of Q2 2026.
Independent Wealth Network bought 7,583 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $356K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.88% of Independent Wealth Network's portfolio in Q2 2026, its #19 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.13M in Q4 2025.
110 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.