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

Physician 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 Q2	$5.12K	Buy	107 +1	+0.9%	+$47	﹤0.01%	1086
2026 Q1	$4.83K	Buy	106 +1	+1%	+$46	﹤0.01%	1021
2025 Q4	$4.54K	Hold	105	–	–	﹤0.01%	1000
2025 Q3	$4.62K	Hold	105	–	–	﹤0.01%	946
2025 Q2	$4.46K	Buy	+105	New	+$4.41K	﹤0.01%	827

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Physician Wealth Advisors's SPYD Position: Q2 2026 in Review

Physician Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.94% in Q2 2026, buying an estimated $47 and bringing the position to 107 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Physician Wealth Advisors first reported a position in SPYD in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Physician Wealth Advisors held 107 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.12K as of Q2 2026.
Physician Wealth Advisors bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q2 2026, an estimated $47.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1086 holding.
Physician 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 5 quarters since.
112 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.