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

SHP 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
Q1 		$45.5K Hold
1,000
– – ﹤0.01% 513
2025
Q4 		$43.3K Buy
+1,000
New +$43.3K ﹤0.01% 505

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's SPYD Position: Q1 2026 in Review

SHP Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 1,000 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

SHP Wealth Management first reported a position in SPYD in Q4 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $45.5K as of Q1 2026.
  • SHP Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #513 holding.
  • SHP Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.