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 Q2	$205K	Sell	4,301 -1,554	-27%	-$73K	0.19%	111
2026 Q1	$267K	Buy	+5,855	New	+$269K	0.28%	79

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

Oregon Pacific Wealth Management's SPYD Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 27% in Q2 2026, selling an estimated $73K and leaving 4,301 shares worth $205K. The position accounts for 0.19% of the portfolio, ranked #111.

Oregon Pacific Wealth Management first reported a position in SPYD in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Oregon Pacific Wealth Management held 4,301 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $205K as of Q2 2026.
Oregon Pacific Wealth Management sold 1,554 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $73K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #111 holding.
Oregon Pacific Wealth Management 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.
Oregon Pacific Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $267K in Q1 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.