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

Iron Horse 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
2025 Q2	$301K	Sell	7,083 -46	-0.6%	-$1.93K	0.09%	39
2025 Q1	$316K	Sell	7,129 -23	-0.3%	-$1.01K	0.1%	35
2024 Q4	$309K	Sell	7,152 -4	-0.1%	-$181	0.1%	32
2024 Q3	$327K	Sell	7,156 -20	-0.3%	-$869	0.11%	30
2024 Q2	$289K	Hold	7,176	–	–	0.11%	31
2024 Q1	$292K	Sell	7,176 -40	-0.6%	-$1.56K	0.12%	31
2023 Q4	$283K	Buy	7,216 +400	+6%	+$14.4K	0.12%	32
2023 Q3	$239K	Sell	6,816 -381	-5%	-$14.2K	0.12%	33
2023 Q2	$267K	Sell	7,197 -962	-12%	-$35.5K	0.13%	31
2023 Q1	$310K	Sell	8,159 -4	-0%	-$160	0.15%	28
2022 Q4	$323K	Buy	8,163 +5,389	+194%	+$211K	0.17%	27
2022 Q3	$98K	Sell	2,774 -7,653	-73%	-$308K	0.14%	31
2022 Q2	$416K	Sell	10,427 -1,464	-12%	-$63K	0.24%	24
2022 Q1	$523K	Sell	11,891 -11	-0.1%	-$474	0.29%	23
2021 Q4	$500K	Sell	11,902 -92	-0.8%	-$3.75K	0.28%	23
2021 Q3	$469K	Sell	11,994 -1,392	-10%	-$55.4K	0.29%	23
2021 Q2	$537K	Sell	13,386 -524	-4%	-$21.3K	0.35%	22
2021 Q1	$536K	Sell	13,910 -718	-5%	-$26.2K	0.4%	20
2020 Q4	$482K	Buy	+14,628	New	+$452K	0.39%	22

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

AOI

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

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

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

Iron Horse Wealth Management's SPYD Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.65% in Q2 2025, selling an estimated $1.93K and leaving 7,083 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #39.

Iron Horse Wealth Management first reported a position in SPYD in Q4 2020 and has held it in 19 quarters since. The position peaked at $537K in Q2 2021. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Iron Horse Wealth Management held 7,083 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $301K as of Q2 2025.
Iron Horse Wealth Management sold 46 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $1.93K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Iron Horse Wealth Management's portfolio in Q2 2025, its #39 holding.
Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $537K in Q2 2021.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.