SW
SPYD icon

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

SteelPeak Wealth’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
Q1 		– Sell
-20,487
Closed -$886K – 644
2025
Q4 		$886K Buy
+20,487
New +$887K 0.03% 294
2025
Q3 		– Sell
-51,325
Closed -$2.18M – 653
2025
Q2 		$2.18M Buy
51,325
+46,473
+958% +$1.95M 0.09% 184
2025
Q1 		$215K Sell
4,852
-69,892
-94% -$3.07M 0.01% 479
2024
Q4 		$3.23M Buy
+74,744
New +$3.39M 0.13% 120
2024
Q3 		– Sell
-6,440
Closed -$259K – 603
2024
Q2 		$259K Buy
6,440
+202
+3% +$8.1K 0.01% 414
2024
Q1 		$254K Sell
6,238
-72,939
-92% -$2.85M 0.01% 386
2023
Q4 		$3.1M Buy
+79,177
New +$2.84M 0.18% 102

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return