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

Selective Wealth Management’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	$776K	Sell	15,711 -1,028	-6%	-$48.3K	0.2%	54
2026 Q1	$775K	Sell	16,739 -37	-0.2%	-$1.7K	0.23%	48
2025 Q4	$757K	Sell	16,776 -419	-2%	-$18.1K	0.24%	44
2025 Q3	$754K	Sell	17,195 -1,145	-6%	-$50.2K	0.24%	43
2025 Q2	$797K	Sell	18,340 -86	-0.5%	-$3.61K	0.29%	40
2025 Q1	$745K	Buy	18,426 +11	+0.1%	+$484	0.32%	42
2024 Q4	$792K	Sell	18,415 -589	-3%	-$26.7K	0.32%	44
2024 Q3	$851K	Buy	19,004 +7	+0%	+$304	0.35%	42
2024 Q2	$764K	Buy	18,997 +618	+3%	+$24.8K	0.34%	42
2024 Q1	$726K	Buy	18,379 +3,277	+22%	+$128K	0.32%	44
2023 Q4	$592K	Buy	15,102 +6	+0%	+$215	0.3%	39
2023 Q3	$514K	Sell	15,096 -2,579	-15%	-$96K	0.28%	41
2023 Q2	$657K	Buy	+17,675	New	+$653K	0.33%	40
2022 Q4	$732K	Sell	17,850 -18,086	-50%	-$707K	0.39%	41
2022 Q3	$1.27M	Sell	35,936 -2,939	-8%	-$118K	0.55%	31
2022 Q2	$1.55M	Buy	38,875 +9,284	+31%	+$399K	0.55%	33
2022 Q1	$1.3M	Buy	+29,591	New	+$1.27M	0.47%	33

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Selective Wealth Management's SPYD Position: Q2 2026 in Review

Selective Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.1% in Q2 2026, selling an estimated $48.3K and leaving 15,711 shares worth $776K. The position accounts for 0.2% of the portfolio, ranked #54.

Selective Wealth Management first reported a position in SPYD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.55M in Q2 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Selective Wealth Management held 15,711 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $776K as of Q2 2026.
Selective Wealth Management sold 1,028 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $48.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.2% of Selective Wealth Management's portfolio in Q2 2026, its #54 holding.
Selective Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 17 quarters since.
Selective Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.55M in Q2 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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