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

Journey Strategic Wealth’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 		$202K Buy
+4,428
New +$203K 0.01% 774
2024
Q4 		– Sell
-4,428
Closed -$202K – 548
2024
Q3 		$202K Buy
+4,428
New +$192K 0.01% 472

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Journey Strategic Wealth's SPYD Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 4,428 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in SPYD as recently as Q3 2024.

Journey Strategic Wealth first reported a position in SPYD in Q3 2024 and has held it in 2 quarters since. The position peaked at $202K in Q3 2024. 501 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Journey Strategic Wealth held 4,428 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $202K as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Journey Strategic Wealth position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #774 holding.
  • Journey Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 2 quarters since.
  • Journey Strategic Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $202K in Q3 2024.
  • 501 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.