PJC
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Phillip James Consulting’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Phillip James Consulting’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
-16,962
Closed -$1.6M – 376
2026
Q1 		$1.6M Buy
+16,962
New +$779K 1.22% 22

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phillip James Consulting's SPYD Position: Q2 2026 in Review

Phillip James Consulting sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 16,962 shares — an estimated $1.6M sold.

Phillip James Consulting first reported a position in SPYD in Q1 2026 and held it in 1 quarter. The position peaked at $1.6M in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Phillip James Consulting reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Phillip James Consulting sold 16,962 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.6M.
  • Phillip James Consulting first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Phillip James Consulting's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.6M 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 Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.