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

Oregon Pacific 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	$267K	Buy	+5,855	New	+$269K	0.28%	79

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

Oregon Pacific Wealth Management's SPYD Position: Q1 2026 in Review

Oregon Pacific Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 5,855 shares worth $267K. The stake represents 0.28% of the portfolio and ranks #79 among its holdings.

497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Oregon Pacific Wealth Management held 5,855 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $267K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Oregon Pacific Wealth Management position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.28% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #79 holding.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.