SWM
SPYD icon

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

Spire Wealth Management’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 		$614K Sell
12,863
-1,008
-7% -$47.4K 0.02% 504
2026
Q1 		$631K Buy
13,871
+1,318
+10% +$60.6K 0.02% 491
2025
Q4 		$543K Sell
12,553
-1,765
-12% -$76.4K 0.02% 524
2025
Q3 		$630K Buy
14,318
+2,920
+26% +$128K 0.02% 477
2025
Q2 		$484K Sell
11,398
-3,874
-25% -$163K 0.02% 513
2025
Q1 		$676K Buy
15,272
+1,268
+9% +$55.7K 0.02% 491
2024
Q4 		$606K Sell
14,004
-936
-6% -$42.5K 0.02% 507
2024
Q3 		$682K Buy
14,940
+1,207
+9% +$52.4K 0.02% 456
2024
Q2 		$552K Sell
13,733
-2,468
-15% -$99K 0.02% 471
2024
Q1 		$660K Buy
16,201
+569
+4% +$22.2K 0.01% 452
2023
Q4 		$601K Sell
15,632
-9,828
-39% -$353K 0.02% 473
2023
Q3 		$893K Sell
25,460
-402
-2% -$15K 0.03% 356
2023
Q2 		$959K Buy
25,862
+5,936
+30% +$219K 0.04% 354
2023
Q1 		$757K Buy
19,926
+13,014
+188% +$520K 0.03% 394
2022
Q4 		$274K Buy
6,912
+3,243
+88% +$127K 0.02% 480
2022
Q3 		$130K Buy
3,669
+758
+26% +$30.5K 0.01% 628
2022
Q2 		$116K Sell
2,911
-1,938
-40% -$83.3K ﹤0.01% 984
2022
Q1 		$213K Buy
4,849
+20
+0.4% +$862 0.01% 868
2021
Q4 		$203K Sell
4,829
-661
-12% -$27K ﹤0.01% 1082
2021
Q3 		$215K Buy
5,490
+2,571
+88% +$102K 0.01% 887
2021
Q2 		$117K Sell
2,919
-2,961
-50% -$120K ﹤0.01% 1138
2021
Q1 		$225K Buy
+5,880
New +$214K 0.01% 1014

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7.3% in Q2 2026, selling an estimated $47.4K and leaving 12,863 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #504.

Spire Wealth Management first reported a position in SPYD in Q1 2021 and has held it in 22 quarters since. The position peaked at $959K in Q2 2023. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Spire Wealth Management held 12,863 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $614K as of Q2 2026.
  • Spire Wealth Management sold 1,008 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $47.4K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $959K in Q2 2023.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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