Oakmont Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Oakmont Advisory Group’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	$257K	Buy	5,391 +172	+3%	+$8.08K	0.22%	118
2026 Q1	$238K	Buy	+5,219	New	+$240K	0.24%	116

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

Oakmont Advisory Group's SPYD Position: Q2 2026 in Review

Oakmont Advisory Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.3% in Q2 2026, buying an estimated $8.08K and bringing the position to 5,391 shares worth $257K. The position accounts for 0.22% of the portfolio, ranked #118.

Oakmont Advisory Group first reported a position in SPYD in Q1 2026 and has held it in 2 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Oakmont Advisory Group held 5,391 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $257K as of Q2 2026.
Oakmont Advisory Group bought 172 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.08K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.22% of Oakmont Advisory Group's portfolio in Q2 2026, its #118 holding.
Oakmont Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and has held it in 2 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.