Spire Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Spire Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-617	Closed	-$8.08K	–	2342
2026 Q1	$8.08K	Hold	617	–	–	﹤0.01%	1695
2025 Q4	$7.84K	Hold	617	–	–	﹤0.01%	1791
2025 Q3	$8.23K	Hold	617	–	–	﹤0.01%	1824
2025 Q2	$8.13K	Hold	617	–	–	﹤0.01%	1790
2025 Q1	$8.07K	Hold	617	–	–	﹤0.01%	1905
2024 Q4	$7.86K	Hold	617	–	–	﹤0.01%	1909
2024 Q3	$8.16K	Hold	617	–	–	﹤0.01%	1697
2024 Q2	$7.27K	Hold	617	–	–	﹤0.01%	1732
2024 Q1	$7.19K	Hold	617	–	–	﹤0.01%	1820
2023 Q4	$6.45K	Hold	617	–	–	﹤0.01%	1887
2023 Q3	$5.94K	Hold	617	–	–	﹤0.01%	1896
2023 Q2	$7.27K	Hold	617	–	–	﹤0.01%	1901
2023 Q1	$7.64K	Hold	617	–	–	﹤0.01%	1930
2022 Q4	$8K	Hold	617	–	–	﹤0.01%	1705
2022 Q3	$8K	Hold	617	–	–	﹤0.01%	1630
2022 Q2	$9K	Hold	617	–	–	﹤0.01%	1957
2022 Q1	$10K	Sell	617 -3,641	-86%	-$58.3K	﹤0.01%	2039
2021 Q4	$71K	Buy	4,258 +3,641	+590%	+$62.3K	﹤0.01%	1557
2021 Q3	$10K	Hold	617	–	–	﹤0.01%	2104
2021 Q2	$10K	Sell	617 -3,642	-86%	-$59.2K	﹤0.01%	2124
2021 Q1	$61K	Buy	+4,259	New	+$59.8K	﹤0.01%	1626

Other funds holding PDT

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MSG

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Spire Wealth Management's PDT Position: Q2 2026 in Review

Spire Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q2 2026, closing a stake of 617 shares — an estimated $8.08K sold.

Spire Wealth Management first reported a position in PDT in Q1 2021 and held it in 21 quarters. The position peaked at $71K in Q4 2021. 8 funds tracked by Wall St. Rank hold PDT as of Q2 2026.

Spire Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 617 John Hancock Premium Dividend Fund shares in Q2 2026, an estimated $8.08K.
Spire Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's John Hancock Premium Dividend Fund position peaked at $71K in Q4 2021.
8 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.