KWM
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KW Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

KW 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
-6,430
Closed -$278K – 55
2025
Q4 		$278K Buy
6,430
+612
+11% +$26.5K 0.42% 58
2025
Q3 		$256K Buy
+5,818
New +$255K 0.44% 57

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

KW Wealth Management's SPYD Position: Q1 2026 in Review

KW Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 6,430 shares — an estimated $278K sold.

KW Wealth Management first reported a position in SPYD in Q3 2025 and held it in 2 quarters. The position peaked at $278K in Q4 2025. 501 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • KW 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.
  • KW Wealth Management sold 6,430 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $278K.
  • KW Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $278K in Q4 2025.
  • 501 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.