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

Signature Wealth Management Group’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	$413K	Hold	9,083	–	–	0.16%	101
2025 Q4	$393K	Hold	9,083	–	–	0.16%	86
2025 Q3	$400K	Hold	9,083	–	–	0.16%	89
2025 Q2	$385K	Buy	+9,083	New	+$382K	0.15%	92
2025 Q1	–	Sell	-23,228	Closed	-$1M	–	115
2024 Q4	$1M	Buy	+23,228	New	+$1.05M	0.4%	74

Other funds holding SPYD

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Signature Wealth Management Group's SPYD Position: Q1 2026 in Review

Signature Wealth Management Group held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 9,083 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #101.

Signature Wealth Management Group first reported a position in SPYD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1M in Q4 2024. 502 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Signature Wealth Management Group held 9,083 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $413K as of Q1 2026.
Signature Wealth Management Group 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 0.16% of Signature Wealth Management Group's portfolio in Q1 2026, its #101 holding.
Signature Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 5 quarters since.
Signature Wealth Management Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1M in Q4 2024.
502 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.