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

Mascagni 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 Q2	$207K	Sell	4,348 -389	-8%	-$18.3K	0.13%	138
2026 Q1	$216K	Sell	4,737 -529	-10%	-$24.3K	0.15%	120
2025 Q4	$228K	Buy	5,266 +31	+0.6%	+$1.34K	0.17%	112
2025 Q3	$230K	Buy	5,235 +92	+2%	+$4.03K	0.18%	111
2025 Q2	$218K	Buy	5,143 +548	+12%	+$23K	0.19%	113
2025 Q1	$203K	Hold	4,595	–	–	0.2%	110
2024 Q4	$203K	Buy	+4,595	New	+$208K	0.2%	110

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

Mascagni Wealth Management's SPYD Position: Q2 2026 in Review

Mascagni Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 8.2% in Q2 2026, selling an estimated $18.3K and leaving 4,348 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #138.

Mascagni Wealth Management first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $230K in Q3 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Mascagni Wealth Management held 4,348 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $207K as of Q2 2026.
Mascagni Wealth Management sold 389 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $18.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Mascagni Wealth Management's portfolio in Q2 2026, its #138 holding.
Mascagni Wealth Management 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.
Mascagni Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $230K in Q3 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.