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

Mission 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
2026 Q2	$247K	Buy	5,187 +336	+7%	+$15.8K	﹤0.01%	948
2026 Q1	$221K	Sell	4,851 -56,695	-92%	-$2.61M	﹤0.01%	683
2025 Q4	$2.66M	Sell	61,546 -1,513	-2%	-$65.5K	0.05%	186
2025 Q3	$2.77M	Sell	63,059 -2,892	-4%	-$127K	0.06%	178
2025 Q2	$2.8M	Sell	65,951 -2,315	-3%	-$97.3K	0.06%	174
2025 Q1	$3.02M	Buy	68,266 +150	+0.2%	+$6.59K	0.07%	148
2024 Q4	$2.95M	Buy	68,116 +720	+1%	+$32.7K	0.07%	143
2024 Q3	$3.08M	Buy	67,396 +51,840	+333%	+$2.25M	0.07%	139
2024 Q2	$626K	Sell	15,556 -1,627	-9%	-$65.3K	0.02%	363
2024 Q1	$700K	Sell	17,183 -61	-0.4%	-$2.38K	0.02%	364
2023 Q4	$676K	Sell	17,244 -3,353	-16%	-$120K	0.02%	309
2023 Q3	$722K	Buy	20,597 +37	+0.2%	+$1.38K	0.03%	278
2023 Q2	$762K	Sell	20,560 -3,137	-13%	-$116K	0.03%	271
2023 Q1	$900K	Buy	+23,697	New	+$947K	0.04%	236

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

Mission Wealth Management's SPYD Position: Q2 2026 in Review

Mission Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.9% in Q2 2026, buying an estimated $15.8K and bringing the position to 5,187 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Mission Wealth Management first reported a position in SPYD in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.08M in Q3 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Mission Wealth Management held 5,187 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $247K as of Q2 2026.
Mission Wealth Management bought 336 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $15.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #948 holding.
Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
Mission Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.08M in Q3 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.