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

Sax 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	$1.03M	Sell	22,562 -634	-3%	-$29.8K	0.04%	225
2026 Q1	$1M	Hold	23,196	–	–	0.05%	192
2025 Q4	$1M	Sell	23,196 -18,573	-44%	-$804K	0.05%	198
2025 Q3	$1.84M	Buy	41,769 +3,387	+9%	+$149K	0.1%	114
2025 Q2	$1.63M	Buy	38,382 +4,659	+14%	+$196K	0.1%	117
2025 Q1	$1.49M	Buy	33,723 +2,610	+8%	+$115K	0.11%	103
2024 Q4	$1.35M	Sell	31,113 -2,601	-8%	-$118K	0.11%	97
2024 Q3	$1.54M	Buy	33,714 +2,641	+8%	+$115K	0.14%	70
2024 Q2	$1.25M	Buy	31,073 +2,694	+9%	+$108K	0.12%	79
2024 Q1	$1.16M	Buy	28,379 +152	+0.5%	+$5.93K	0.14%	67
2023 Q4	$1.11M	Buy	28,227 +216	+0.8%	+$7.76K	0.18%	68
2023 Q3	$982K	Buy	28,011 +189	+0.7%	+$7.03K	0.19%	70
2023 Q2	$1.03M	Sell	27,822 -7,229	-21%	-$267K	0.21%	63
2023 Q1	$1.33M	Buy	35,051 +410	+1%	+$16.4K	0.29%	52
2022 Q4	$1.37M	Buy	34,641 +1,840	+6%	+$72K	0.32%	49
2022 Q3	$1.16M	Buy	32,801 +3,945	+14%	+$159K	0.3%	54
2022 Q2	$1.15M	Buy	28,856 +4,900	+20%	+$211K	0.29%	55
2022 Q1	$1.05M	Sell	23,956 -21,006	-47%	-$905K	0.25%	58
2021 Q4	$1.89M	Sell	44,962 -54	-0.1%	-$2.2K	0.39%	48
2021 Q3	$1.76M	Buy	45,016 +82	+0.2%	+$3.26K	0.42%	46
2021 Q2	$1.8M	Sell	44,934 -179	-0.4%	-$7.28K	0.62%	42
2021 Q1	$1.74M	Buy	45,113 +6,699	+17%	+$244K	0.64%	41
2020 Q4	$1.26M	Buy	+38,414	New	+$1.19M	0.58%	45

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sax Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.7% in Q2 2026, selling an estimated $29.8K and leaving 22,562 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #225.

Sax Wealth Advisors first reported a position in SPYD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q4 2021. 97 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Sax Wealth Advisors held 22,562 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.03M as of Q2 2026.
Sax Wealth Advisors sold 634 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $29.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Sax Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.89M in Q4 2021.
97 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.