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

Phoenix Wealth Advisors’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	$2.7M	Sell	59,264 -1,752	-3%	-$80.5K	1.07%	24
2025 Q4	$2.64M	Buy	61,016 +18,020	+42%	+$780K	1.02%	25
2025 Q3	$1.89M	Buy	42,996 +8,855	+26%	+$388K	0.73%	39
2025 Q2	$1.45M	Buy	+34,141	New	+$1.43M	0.61%	44

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phoenix Wealth Advisors's SPYD Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.9% in Q1 2026, selling an estimated $80.5K and leaving 59,264 shares worth $2.7M. The position accounts for 1.07% of the portfolio, ranked #24.

Phoenix Wealth Advisors first reported a position in SPYD in Q2 2025 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Phoenix Wealth Advisors held 59,264 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.7M as of Q1 2026.
Phoenix Wealth Advisors sold 1,752 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $80.5K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.07% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Phoenix Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.