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

Modern 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	$413K	Buy	8,652 +3,272	+61%	+$154K	﹤0.01%	773
2026 Q1	$244K	Sell	5,380 -185	-3%	-$8.5K	﹤0.01%	776
2025 Q4	$241K	Sell	5,565 -234	-4%	-$10.1K	﹤0.01%	756
2025 Q3	$255K	Sell	5,799 -1,256	-18%	-$55.1K	0.01%	693
2025 Q2	$299K	Sell	7,055 -311	-4%	-$13.1K	0.01%	611
2025 Q1	$326K	Sell	7,366 -251	-3%	-$11K	0.01%	505
2024 Q4	$329K	Buy	7,617 +224	+3%	+$10.2K	0.01%	440
2024 Q3	$337K	Buy	7,393 +351	+5%	+$15.2K	0.02%	322
2024 Q2	$283K	Buy	7,042 +792	+13%	+$31.8K	0.02%	322
2024 Q1	$254K	Buy	+6,250	New	+$244K	0.02%	264

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

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

Modern Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 61% in Q2 2026, buying an estimated $154K and bringing the position to 8,652 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Modern Wealth Management first reported a position in SPYD in Q1 2024 and has held it in 10 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Modern Wealth Management held 8,652 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $413K as of Q2 2026.
Modern Wealth Management bought 3,272 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $154K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #773 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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