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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Medallion Wealth Advisors's SPYD Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1% in Q1 2026, buying an estimated $551 and bringing the position to 1,197 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #461.

Medallion Wealth Advisors first reported a position in SPYD in Q4 2024 and has held it in 6 quarters since. 498 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Medallion Wealth Advisors held 1,197 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $54.5K as of Q1 2026.
Medallion Wealth Advisors bought 12 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $551.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #461 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 6 quarters since.
498 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.