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

Peterson 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 		$27.8K Buy
+610
New +$28K 0.02% 103
2025
Q3 		– Sell
-121,023
Closed -$5.14M – 43
2025
Q2 		$5.14M Buy
+121,023
New +$5.09M 3.05% 11
2023
Q3 		– Sell
-6,618
Closed -$245K – 70
2023
Q2 		$245K Sell
6,618
-1,261
-16% -$46.6K 0.19% 62
2023
Q1 		$299K Sell
7,879
-342
-4% -$13.7K 0.29% 52
2022
Q4 		$325K Sell
8,221
-639
-7% -$25K 0.33% 47
2022
Q3 		$314K Buy
8,860
+1,106
+14% +$44.5K 0.29% 50
2022
Q2 		$309K Buy
7,754
+291
+4% +$12.5K 0.4% 42
2022
Q1 		$328K Buy
7,463
+2,308
+45% +$99.4K 0.22% 57
2021
Q4 		$217K Buy
+5,155
New +$210K 0.14% 58

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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 $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return