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Keudell/Morrison Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Keudell/Morrison 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
2026
Q1 		– Sell
-4,975
Closed -$215K – 255
2025
Q4 		$215K Buy
+4,975
New +$215K 0.05% 218

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 22.9% 1-Year Est. Return

Keudell/Morrison Wealth Management's SPYD Position: Q1 2026 in Review

Keudell/Morrison Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 4,975 shares — an estimated $215K sold.

Keudell/Morrison Wealth Management first reported a position in SPYD in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 505 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Keudell/Morrison Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 4,975 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $215K.
  • Keudell/Morrison Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $215K in Q4 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.