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 Q2	–	Sell	-610	Closed	-$27.8K	–	196
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 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

Peterson Wealth Management's SPYD Position: Q2 2026 in Review

Peterson Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 610 shares — an estimated $27.8K sold.

Peterson Wealth Management first reported a position in SPYD in Q4 2021 and held it in 9 quarters. The position peaked at $5.14M in Q2 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Peterson Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Peterson Wealth Management sold 610 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $27.8K.
Peterson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 9 quarters.
Peterson Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.14M in Q2 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.