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

Strategic Wealth Partners’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	$8.93K	Buy	187 +1	+0.5%	+$47	﹤0.01%	946
2026 Q1	$8.48K	Buy	186 +125	+205%	+$5.74K	﹤0.01%	925
2025 Q4	$2.63K	Sell	61 -589	-91%	-$25.5K	﹤0.01%	1164
2025 Q3	$28.6K	Sell	650 -390	-38%	-$17.1K	﹤0.01%	660
2025 Q2	$44.1K	Buy	+1,040	New	+$43.7K	﹤0.01%	519
2019 Q4	–	Sell	-100	Closed	-$3	–	450
2019 Q3	$3	Hold	100	–	–	﹤0.01%	680
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	683
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	680
2018 Q4	$4K	Buy	+100	New	+$3.65K	﹤0.01%	596

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

Strategic Wealth Partners's SPYD Position: Q2 2026 in Review

Strategic Wealth Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.54% in Q2 2026, buying an estimated $47 and bringing the position to 187 shares worth $8.93K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Strategic Wealth Partners first reported a position in SPYD in Q4 2018 and has held it in 9 quarters since. The position peaked at $44.1K in Q2 2025. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Strategic Wealth Partners held 187 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $8.93K as of Q2 2026.
Strategic Wealth Partners bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q2 2026, an estimated $47.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #946 holding.
Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 9 quarters since.
Strategic Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $44.1K in Q2 2025.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.