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

Perspective Wealth Advisors’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	$307K	Sell	6,437 -1,777	-22%	-$83.5K	0.17%	62
2026 Q1	$374K	Buy	8,214 +3,257	+66%	+$150K	0.24%	46
2025 Q4	$214K	Buy	+4,957	New	+$215K	0.15%	54

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

Perspective Wealth Advisors's SPYD Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 22% in Q2 2026, selling an estimated $83.5K and leaving 6,437 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #62.

Perspective Wealth Advisors first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Perspective Wealth Advisors held 6,437 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $307K as of Q2 2026.
Perspective Wealth Advisors sold 1,777 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $83.5K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.17% of Perspective Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Perspective Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $374K in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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