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

Valley Wealth Managers’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	$56	Hold	1	–	–	﹤0.01%	337
2026 Q1	$53	Sell	1 -91,145	-100%	-$4.19M	﹤0.01%	312
2025 Q4	$3.94M	Buy	+91,146	New	+$3.95M	0.25%	92

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

Valley Wealth Managers's SPYD Position: Q2 2026 in Review

Valley Wealth Managers held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Valley Wealth Managers first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.94M in Q4 2025. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Valley Wealth Managers held 1 share of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $56 as of Q2 2026.
Valley Wealth Managers left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #337 holding.
Valley Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Valley Wealth Managers's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.94M in Q4 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 Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.