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

Innovative Wealth Building’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 		$2.41M Buy
50,494
+519
+1% +$24.4K 1.4% 14
2026
Q1 		$2.27M Sell
49,975
-2,159
-4% -$99.2K 1.6% 12
2025
Q4 		$2.25M Sell
52,134
-4,590
-8% -$199K 1.64% 13
2025
Q3 		$2.5M Sell
56,724
-1,956
-3% -$85.8K 1.95% 13
2025
Q2 		$2.49M Sell
58,680
-10,063
-15% -$423K 2.06% 15
2025
Q1 		$3.04M Sell
68,743
-7,233
-10% -$318K 2.8% 9
2024
Q4 		$3.29M Buy
+75,976
New +$3.45M 2.97% 10

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

Innovative Wealth Building's SPYD Position: Q2 2026 in Review

Innovative Wealth Building increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1% in Q2 2026, buying an estimated $24.4K and bringing the position to 50,494 shares worth $2.41M. The position accounts for 1.4% of the portfolio, ranked #14.

Innovative Wealth Building first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q4 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Innovative Wealth Building held 50,494 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.41M as of Q2 2026.
  • Innovative Wealth Building bought 519 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $24.4K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.4% of Innovative Wealth Building's portfolio in Q2 2026, its #14 holding.
  • Innovative Wealth Building first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Wealth Building's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.29M in Q4 2024.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.