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

Kingswood 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	$1.38M	Buy	28,949 +2,113	+8%	+$99.3K	0.06%	334
2026 Q1	$1.22M	Buy	26,836 +3,385	+14%	+$156K	0.06%	334
2025 Q4	$1.01M	Buy	23,451 +1,749	+8%	+$75.7K	0.05%	350
2025 Q3	$955K	Buy	21,702 +4,356	+25%	+$191K	0.06%	321
2025 Q2	$736K	Sell	17,346 -4,000	-19%	-$168K	0.06%	321
2025 Q1	$942K	Sell	21,346 -20,825	-49%	-$915K	0.09%	258
2024 Q4	$1.82M	Buy	+42,171	New	+$1.91M	0.14%	162

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7.9% in Q2 2026, buying an estimated $99.3K and bringing the position to 28,949 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #334.

Kingswood Wealth Advisors first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Kingswood Wealth Advisors held 28,949 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.38M as of Q2 2026.
Kingswood Wealth Advisors bought 2,113 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $99.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #334 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.82M in Q4 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.