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

Leo Wealth LLC’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	$1.02M	Buy	22,495 +9,549	+74%	+$439K	0.07%	181
2025 Q4	$560K	Buy	+12,946	New	+$561K	0.04%	240
2025 Q3	–	Sell	-10,113	Closed	-$429K	–	379
2025 Q2	$429K	Buy	+10,113	New	+$425K	0.03%	261
2025 Q1	–	Sell	-7,171	Closed	-$310K	–	360
2024 Q4	$310K	Sell	7,171 -439	-6%	-$19.9K	0.03%	284
2024 Q3	$347K	Hold	7,610	–	–	0.03%	263
2024 Q2	$304K	Buy	7,610 +503	+7%	+$20.2K	0.03%	268
2024 Q1	$286K	Hold	7,107	–	–	0.03%	273
2023 Q4	$285K	Buy	+7,107	New	+$255K	0.03%	265

Other funds holding SPYD

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FCAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Leo Wealth LLC's SPYD Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 74% in Q1 2026, buying an estimated $439K and bringing the position to 22,495 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #181.

Leo Wealth LLC first reported a position in SPYD in Q4 2023 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Leo Wealth LLC held 22,495 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.02M as of Q1 2026.
Leo Wealth LLC bought 9,549 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $439K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #181 holding.
Leo Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 8 quarters since.
503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.