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

Juncture Wealth Strategies’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	$1.23M	Sell	25,821 -3,282	-11%	-$154K	0.32%	57
2026 Q1	$1.32M	Sell	29,103 -1,441	-5%	-$66.2K	0.44%	45
2025 Q4	$1.32M	Buy	30,544 +1,286	+4%	+$55.7K	0.43%	41
2025 Q3	$1.29M	Buy	29,258 +139	+0.5%	+$6.09K	0.43%	42
2025 Q2	$1.24M	Buy	29,119 +751	+3%	+$31.6K	0.44%	39
2025 Q1	$1.26M	Sell	28,368 -782	-3%	-$34.4K	0.49%	33
2024 Q4	$1.26M	Buy	29,150 +397	+1%	+$18K	0.47%	35
2024 Q3	$1.31M	Sell	28,753 -1,116	-4%	-$48.5K	0.51%	32
2024 Q2	$1.2M	Buy	29,869 +122	+0.4%	+$4.89K	0.5%	33
2024 Q1	$1.21M	Sell	29,747 -259	-0.9%	-$10.1K	0.52%	34
2023 Q4	$1.18M	Buy	30,006 +14,129	+89%	+$507K	0.53%	36
2023 Q3	$557K	Sell	15,877 -691	-4%	-$25.7K	0.27%	76
2023 Q2	$614K	Buy	16,568 +1,086	+7%	+$40.1K	0.29%	72
2023 Q1	$588K	Buy	15,482 +2,849	+23%	+$114K	0.29%	67
2022 Q4	$500K	Buy	12,633 +3,070	+32%	+$120K	0.24%	72
2022 Q3	$339K	Buy	+9,563	New	+$385K	0.17%	87

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Juncture Wealth Strategies's SPYD Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 11% in Q2 2026, selling an estimated $154K and leaving 25,821 shares worth $1.23M. The position accounts for 0.32% of the portfolio, ranked #57.

Juncture Wealth Strategies first reported a position in SPYD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2026. 313 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Juncture Wealth Strategies held 25,821 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.23M as of Q2 2026.
Juncture Wealth Strategies sold 3,282 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $154K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.32% of Juncture Wealth Strategies's portfolio in Q2 2026, its #57 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 16 quarters since.
Juncture Wealth Strategies's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.32M in Q1 2026.
313 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.