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 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 $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 $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

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

Modern Wealth Management's SPYD Position: Q1 2026 in Review

Modern Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.3% in Q1 2026, selling an estimated $8.5K and leaving 5,380 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Modern Wealth Management first reported a position in SPYD in Q1 2024 and has held it in 9 quarters since. The position peaked at $337K in Q3 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Modern Wealth Management held 5,380 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $244K as of Q1 2026.
Modern Wealth Management sold 185 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $8.5K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #776 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 9 quarters since.
Modern Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $337K in Q3 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.