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

Meriwether Wealth & Planning’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	$440K	Buy	9,221 +53	+0.6%	+$2.49K	0.22%	71
2026 Q1	$417K	Sell	9,168 -1,208	-12%	-$55.5K	0.23%	70
2025 Q4	$449K	Sell	10,376 -1,534	-13%	-$66.4K	0.25%	69
2025 Q3	$524K	Sell	11,910 -5,050	-30%	-$221K	0.3%	60
2025 Q2	$720K	Sell	16,960 -1,384	-8%	-$58.2K	0.45%	43
2025 Q1	$812K	Buy	18,344 +3,187	+21%	+$140K	0.53%	46
2024 Q4	$655K	Buy	+15,157	New	+$688K	0.47%	48

Other funds holding SPYD

AOI

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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Meriwether Wealth & Planning's SPYD Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.58% in Q2 2026, buying an estimated $2.49K and bringing the position to 9,221 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #71.

Meriwether Wealth & Planning first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q1 2025. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Meriwether Wealth & Planning held 9,221 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $440K as of Q2 2026.
Meriwether Wealth & Planning bought 53 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.49K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.22% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #71 holding.
Meriwether Wealth & Planning 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.
Meriwether Wealth & Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $812K in Q1 2025.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.