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	0.08%	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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FCAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SteelPeak Wealth's SPYD Position: Q1 2026 in Review

SteelPeak Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 20,487 shares — an estimated $886K sold.

SteelPeak Wealth first reported a position in SPYD in Q4 2023 and held it in 7 quarters. The position peaked at $3.23M in Q4 2024. 505 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

SteelPeak Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 20,487 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $886K.
SteelPeak Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 7 quarters.
SteelPeak Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.23M in Q4 2024.
505 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.