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

MBL 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	$1.07M	Sell	22,500 -3,500	-13%	-$164K	0.07%	130
2026 Q1	$1.18M	Hold	26,000	–	–	0.09%	107
2025 Q4	$1.12M	Hold	26,000	–	–	0.09%	113
2025 Q3	$1.14M	Hold	26,000	–	–	0.1%	102
2025 Q2	$1.1M	Buy	26,000 +254	+1%	+$10.7K	0.11%	97
2025 Q1	$1.14M	Buy	25,746 +1,246	+5%	+$54.8K	0.12%	84
2024 Q4	$1.06M	Hold	24,500	–	–	0.11%	92
2024 Q3	$1.12M	Hold	24,500	–	–	0.12%	86
2024 Q2	$986K	Hold	24,500	–	–	0.11%	94
2024 Q1	$997K	Hold	24,500	–	–	0.11%	87
2023 Q4	$960K	Sell	24,500 -500	-2%	-$18K	0.12%	83
2023 Q3	$877K	Sell	25,000 -1,000	-4%	-$37.2K	0.12%	78
2023 Q2	$964K	Hold	26,000	–	–	0.14%	71
2023 Q1	$988K	Hold	26,000	–	–	0.15%	67
2022 Q4	$1.03M	Sell	26,000 -75	-0.3%	-$2.93K	0.2%	64
2022 Q3	$925K	Buy	+26,075	New	+$1.05M	0.2%	68

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

MBL Wealth's SPYD Position: Q2 2026 in Review

MBL Wealth reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 13% in Q2 2026, selling an estimated $164K and leaving 22,500 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #130.

MBL Wealth first reported a position in SPYD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

MBL Wealth held 22,500 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.07M as of Q2 2026.
MBL Wealth sold 3,500 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $164K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.07% of MBL Wealth's portfolio in Q2 2026, its #130 holding.
MBL Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 16 quarters since.
MBL Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.18M in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.