Sound Income Strategies’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sound Income Strategies’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	–	Sell	-816	Closed	-$37K	–	2144
2026 Q1	$37K	Hold	816	–	–	﹤0.01%	931
2025 Q4	$36.7K	Buy	816 +600	+278%	+$26K	﹤0.01%	910
2025 Q3	$9.37K	Sell	216 -346	-62%	-$15.2K	﹤0.01%	1030
2025 Q2	$23.9K	Buy	562 +23	+4%	+$967	﹤0.01%	716
2025 Q1	$23.9K	Buy	539 +342	+174%	+$15K	﹤0.01%	681
2024 Q4	$8.53K	Sell	197 -109	-36%	-$4.94K	﹤0.01%	874
2024 Q3	$14K	Buy	306 +110	+56%	+$4.78K	﹤0.01%	715
2024 Q2	$7.88K	Hold	196	–	–	﹤0.01%	825
2024 Q1	$7.98K	Sell	196 -630	-76%	-$24.6K	﹤0.01%	813
2023 Q4	$32.4K	Buy	826 +630	+321%	+$22.6K	﹤0.01%	493
2023 Q3	$6.87K	Sell	196 -118	-38%	-$4.39K	﹤0.01%	673
2023 Q2	$11.6K	Hold	314	–	–	﹤0.01%	545
2023 Q1	$11.9K	Hold	314	–	–	﹤0.01%	517
2022 Q4	$12.4K	Hold	314	–	–	﹤0.01%	476
2022 Q3	$11K	Hold	314	–	–	﹤0.01%	457
2022 Q2	$13K	Buy	314 +284	+947%	+$12.2K	﹤0.01%	431
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	836
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	803
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	783
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	830
2021 Q1	$1.16K	Hold	30	–	–	﹤0.01%	821
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	821
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	784
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	737
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	706
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	664
2019 Q3	$1K	Buy	+30	New	+$1.12K	﹤0.01%	626

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FCAS

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

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Sound Income Strategies's SPYD Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 816 shares — an estimated $37K sold.

Sound Income Strategies first reported a position in SPYD in Q3 2019 and held it in 27 quarters. The position peaked at $37K in Q1 2026. 390 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 816 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $37K.
Sound Income Strategies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 27 quarters.
Sound Income Strategies's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $37K in Q1 2026.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.