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

Peterson Wealth Services’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	$117K	Buy	2,448 +334	+16%	+$15.7K	0.03%	149
2026 Q1	$96.2K	Buy	2,114 +14	+0.7%	+$643	0.02%	149
2025 Q4	$90.8K	Sell	2,100 -2,491	-54%	-$108K	0.02%	146
2025 Q3	$91.6K	Buy	4,591 +2,523	+122%	+$111K	0.02%	154
2025 Q2	$87.7K	Buy	2,068 +16	+0.8%	+$672	0.02%	150
2025 Q1	$90.8K	Buy	2,052 +175	+9%	+$7.69K	0.03%	145
2024 Q4	$81.2K	Sell	1,877 -59	-3%	-$2.68K	0.02%	146
2024 Q3	$88.4K	Buy	+1,936	New	+$84.1K	0.03%	146
2023 Q3	–	Sell	-40,252	Closed	-$1.49M	–	84
2023 Q2	$1.49M	Sell	40,252 -13,503	-25%	-$499K	0.72%	40
2023 Q1	$2.04M	Sell	53,755 -192,555	-78%	-$7.69M	1.05%	34
2022 Q4	$9.75M	Buy	+246,310	New	+$9.63M	5.58%	3

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 Services's SPYD Position: Q2 2026 in Review

Peterson Wealth Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 16% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,448 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #149.

Peterson Wealth Services first reported a position in SPYD in Q4 2022 and has held it in 11 quarters since. The position peaked at $9.75M in Q4 2022. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Peterson Wealth Services held 2,448 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $117K as of Q2 2026.
Peterson Wealth Services bought 334 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #149 holding.
Peterson Wealth Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 11 quarters since.
Peterson Wealth Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $9.75M in Q4 2022.
523 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 Services's 13F filing for Q2 2026, filed 27 Jul 2026.