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

KWB Wealth’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	–	Sell	-8,021	Closed	-$347K	–	184
2026 Q1	$347K	Sell	8,021 -350	-4%	-$16.1K	0.03%	122
2025 Q4	$362K	Buy	+8,371	New	+$363K	0.03%	128
2024 Q3	–	Sell	-5,811	Closed	-$237K	–	138
2024 Q2	$237K	Sell	5,811 -730	-11%	-$29.3K	0.03%	120
2024 Q1	$266K	Sell	6,541 -3,757	-36%	-$147K	0.04%	115
2023 Q4	$404K	Sell	10,298 -539	-5%	-$19.4K	0.06%	86
2023 Q3	$402K	Sell	10,837 -681	-6%	-$25.3K	0.06%	87
2023 Q2	$427K	Sell	11,518 -3,120	-21%	-$115K	0.07%	85
2023 Q1	$579K	Buy	14,638 +3,976	+37%	+$159K	0.11%	65
2022 Q4	$422K	Buy	+10,662	New	+$417K	0.08%	74

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

KWB Wealth's SPYD Position: Q2 2026 in Review

KWB Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 8,021 shares — an estimated $347K sold.

KWB Wealth first reported a position in SPYD in Q4 2022 and held it in 9 quarters. The position peaked at $579K in Q1 2023. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

KWB Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
KWB Wealth sold 8,021 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $347K.
KWB Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 9 quarters.
KWB Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $579K in Q1 2023.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.