Sowell Financial Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sowell Financial Services’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	$275K	Buy	5,757 +1,189	+26%	+$55.9K	0.01%	911
2026 Q1	$208K	Buy	+4,568	New	+$210K	0.01%	1037
2023 Q1	–	Sell	-13,730	Closed	-$543K	–	829
2022 Q4	$543K	Buy	13,730 +308	+2%	+$12K	0.04%	416
2022 Q3	$476K	Buy	+13,422	New	+$540K	0.05%	323
2022 Q1	–	Sell	-21,870	Closed	-$920K	–	469
2021 Q4	$920K	Buy	21,870 +738	+3%	+$30.1K	0.05%	347
2021 Q3	$827K	Buy	+21,132	New	+$841K	0.06%	325
2021 Q2	–	Sell	-447	Closed	-$19K	–	2419
2021 Q1	$19K	Buy	+447	New	+$16.3K	﹤0.01%	2083
2020 Q2	–	Sell	-4,055	Closed	-$100K	–	2655
2020 Q1	$100K	Sell	4,055 -5,402	-57%	-$188K	0.01%	839
2019 Q4	$373K	Sell	9,457 -13,344	-59%	-$515K	0.03%	533
2019 Q3	$866K	Buy	+22,801	New	+$853K	0.07%	275

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

Sowell Financial Services's SPYD Position: Q2 2026 in Review

Sowell Financial Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 26% in Q2 2026, buying an estimated $55.9K and bringing the position to 5,757 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #911.

Sowell Financial Services first reported a position in SPYD in Q3 2019 and has held it in 10 quarters since. The position peaked at $920K in Q4 2021. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Sowell Financial Services held 5,757 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $275K as of Q2 2026.
Sowell Financial Services bought 1,189 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $55.9K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #911 holding.
Sowell Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 10 quarters since.
Sowell Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $920K in Q4 2021.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.