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

Kellett Wealth Advisors’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 		$219K Hold
4,600
– – 0.1% 93
2026
Q1 		$209K Buy
+4,600
New +$211K 0.11% 78
2025
Q4 		– Sell
-4,600
Closed -$202K – 81
2025
Q3 		$202K Buy
+4,600
New +$202K 0.12% 74

Other funds holding SPYD

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kellett Wealth Advisors's SPYD Position: Q2 2026 in Review

Kellett Wealth Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 4,600 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #93.

Kellett Wealth Advisors first reported a position in SPYD in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Kellett Wealth Advisors held 4,600 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $219K as of Q2 2026.
  • Kellett Wealth Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.1% of Kellett Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Kellett Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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