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 Q3	$112K	Buy	2,467 +19	+0.8%	+$930	0.02%	145
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	$9.7M	Buy	+246,310	New	+$9.6M	5.58%	3

Other funds holding SPYD

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

Peterson Wealth Services's SPYD Position: Q3 2026 in Review

Peterson Wealth Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.78% in Q3 2026, buying an estimated $930 and bringing the position to 2,467 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #145.

Peterson Wealth Services first reported a position in SPYD in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.7M in Q4 2022. 247 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Peterson Wealth Services held 2,467 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $112K as of Q3 2026.
Peterson Wealth Services bought 19 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $930.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Peterson Wealth Services's portfolio in Q3 2026, its #145 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 12 quarters since.
Peterson Wealth Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $9.7M in Q4 2022.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.