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

Stratos 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 		$1.05M Sell
22,058
-1,618
-7% -$76K 0.01% 821
2026
Q1 		$1.08M Sell
23,676
-2,721
-10% -$125K 0.01% 766
2025
Q4 		$1.14M Buy
26,397
+4,738
+22% +$205K 0.01% 722
2025
Q3 		$953K Sell
21,659
-1,252
-5% -$54.9K 0.01% 771
2025
Q2 		$972K Sell
22,911
-98
-0.4% -$4.12K 0.01% 700
2025
Q1 		$1.02M Sell
23,009
-7,306
-24% -$321K 0.02% 654
2024
Q4 		$1.31M Sell
30,315
-840
-3% -$38.1K 0.02% 597
2024
Q3 		$1.42M Buy
31,155
+5,296
+20% +$230K 0.02% 556
2024
Q2 		$1.04M Buy
25,859
+1,439
+6% +$57.7K 0.02% 633
2024
Q1 		$994K Sell
24,420
-8,245
-25% -$322K 0.02% 649
2023
Q4 		$1.28M Sell
32,665
-5,336
-14% -$192K 0.02% 537
2023
Q3 		$1.33M Sell
38,001
-9,724
-20% -$362K 0.03% 478
2023
Q2 		$1.77M Buy
47,725
+3,663
+8% +$135K 0.04% 372
2023
Q1 		$1.67M Sell
44,062
-12,212
-22% -$488K 0.04% 363
2022
Q4 		$2.23M Buy
56,274
+4,361
+8% +$171K 0.06% 325
2022
Q3 		$1.84M Sell
51,913
-1,127
-2% -$45.4K 0.05% 334
2022
Q2 		$2.12M Buy
53,040
+2,126
+4% +$91.4K 0.05% 310
2022
Q1 		$2.24M Buy
50,914
+9,798
+24% +$422K 0.05% 334
2021
Q4 		$1.73M Buy
41,116
+3,712
+10% +$151K 0.04% 395
2021
Q3 		$1.46M Buy
37,404
+6,275
+20% +$250K 0.04% 412
2021
Q2 		$1.25M Buy
31,129
+7,721
+33% +$314K 0.03% 476
2021
Q1 		$901K Buy
23,408
+4,143
+22% +$151K 0.02% 530
2020
Q4 		$635K Sell
19,265
-2,810
-13% -$86.8K 0.02% 596
2020
Q3 		$605K Sell
22,075
-6,155
-22% -$174K 0.02% 555
2020
Q2 		$786K Buy
28,230
+3,121
+12% +$85.3K 0.03% 437
2020
Q1 		$618K Buy
25,109
+13,166
+110% +$458K 0.03% 459
2019
Q4 		$471K Buy
11,943
+5,275
+79% +$203K 0.02% 614
2019
Q3 		$253K Buy
+6,668
New +$249K 0.01% 785
2018
Q4 		– Sell
-29
Closed -$1K – 2277
2018
Q3 		$1K Buy
+29
New +$1.1K ﹤0.01% 2883
2018
Q2 		– Sell
-29
Closed -$1K – 2359
2018
Q1 		$1K Buy
+29
New +$1.06K ﹤0.01% 3036

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

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

Stratos Wealth Partners reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.8% in Q2 2026, selling an estimated $76K and leaving 22,058 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #821.

Stratos Wealth Partners first reported a position in SPYD in Q1 2018 and has held it in 30 quarters since. The position peaked at $2.24M in Q1 2022. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Stratos Wealth Partners held 22,058 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.05M as of Q2 2026.
  • Stratos Wealth Partners sold 1,618 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $76K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #821 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 30 quarters since.
  • Stratos Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.24M in Q1 2022.
  • 523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.