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

MGB 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
2025 Q4	$932K	Sell	21,541 -577	-3%	-$25K	0.27%	79
2025 Q3	$973K	Sell	22,118 -395	-2%	-$17.3K	0.27%	74
2025 Q2	$955K	Sell	22,513 -843	-4%	-$35.4K	0.31%	79
2025 Q1	$1.03M	Buy	23,356 +2,336	+11%	+$103K	0.37%	69
2024 Q4	$909K	Buy	21,020 +341	+2%	+$15.5K	0.28%	74
2024 Q3	$944K	Buy	20,679 +1,153	+6%	+$50.1K	0.34%	75
2024 Q2	$811K	Sell	19,526 -26	-0.1%	-$1.04K	0.3%	79
2024 Q1	$796K	Buy	19,552 +279	+1%	+$10.9K	0.32%	76
2023 Q4	$755K	Buy	+19,273	New	+$692K	0.38%	77

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $3.65B AUM 41.88% 1-Year Est. Return

FCAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGB Wealth Management's SPYD Position: Q4 2025 in Review

MGB Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.6% in Q4 2025, selling an estimated $25K and leaving 21,541 shares worth $932K. The position accounts for 0.27% of the portfolio, ranked #79.

MGB Wealth Management first reported a position in SPYD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2025. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

MGB Wealth Management held 21,541 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $932K as of Q4 2025.
MGB Wealth Management sold 577 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $25K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.27% of MGB Wealth Management's portfolio in Q4 2025, its #79 holding.
MGB Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.03M in Q1 2025.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.