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

Medallion Wealth Advisors’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	$57.8K	Buy	1,211 +14	+1%	+$658	0.02%	447
2026 Q1	$54.5K	Buy	1,197 +12	+1%	+$551	0.02%	461
2025 Q4	$51.3K	Buy	1,185 +14	+1%	+$606	0.02%	473
2025 Q3	$51.5K	Buy	1,171 +13	+1%	+$570	0.02%	463
2025 Q2	$50K	Buy	1,158 +358	+45%	+$15K	0.02%	462
2025 Q1	$35.3K	Hold	800	–	–	0.02%	482
2024 Q4	$34.6K	Buy	+800	New	+$36.3K	0.02%	465

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

Medallion Wealth Advisors's SPYD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.2% in Q2 2026, buying an estimated $658 and bringing the position to 1,211 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #447.

Medallion Wealth Advisors first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Medallion Wealth Advisors held 1,211 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $57.8K as of Q2 2026.
Medallion Wealth Advisors bought 14 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $658.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #447 holding.
Medallion Wealth Advisors 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.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.