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

SOA 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	$11.9K	Hold	250	–	–	﹤0.01%	589
2026 Q1	$11.4K	Hold	250	–	–	﹤0.01%	576
2025 Q4	$10.8K	Hold	250	–	–	﹤0.01%	586
2025 Q3	$11K	Hold	250	–	–	﹤0.01%	598
2025 Q2	$10.6K	Hold	250	–	–	﹤0.01%	589
2025 Q1	$11.1K	Hold	250	–	–	﹤0.01%	547
2024 Q4	$10.8K	Hold	250	–	–	﹤0.01%	539
2024 Q3	$11.4K	Hold	250	–	–	﹤0.01%	524
2024 Q2	$10.1K	Hold	250	–	–	﹤0.01%	538
2024 Q1	$10.2K	Hold	250	–	–	﹤0.01%	538
2023 Q4	$9.8K	Hold	250	–	–	﹤0.01%	526
2023 Q3	$8.77K	Hold	250	–	–	﹤0.01%	546
2023 Q2	$9.27K	Hold	250	–	–	﹤0.01%	539
2023 Q1	$9.5K	Hold	250	–	–	﹤0.01%	529
2022 Q4	$9.89K	Hold	250	–	–	﹤0.01%	521
2022 Q3	$8K	Buy	+250	New	+$10.1K	﹤0.01%	542

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

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

SOA Wealth Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 250 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

SOA Wealth Advisors first reported a position in SPYD in Q3 2022 and has held it in 16 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

SOA Wealth Advisors held 250 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $11.9K as of Q2 2026.
SOA Wealth Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #589 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 16 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.