VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

VisionPoint Advisory Group’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	$647K	Sell	13,567 -279	-2%	-$13.1K	0.11%	213
2026 Q1	$630K	Sell	13,846 -917	-6%	-$42.1K	0.12%	193
2025 Q4	$639K	Sell	14,763 -45	-0.3%	-$1.95K	0.12%	182
2025 Q3	$652K	Sell	14,808 -3,142	-18%	-$138K	0.13%	169
2025 Q2	$762K	Sell	17,950 -259	-1%	-$10.9K	0.17%	140
2025 Q1	$806K	Sell	18,209 -4,462	-20%	-$196K	0.28%	81
2024 Q4	$977K	Buy	22,671 +15,553	+219%	+$706K	0.33%	78
2024 Q3	$325K	Buy	7,118 +5,562	+357%	+$242K	0.11%	137
2024 Q2	$62.6K	Buy	1,556 +936	+151%	+$37.5K	0.02%	248
2024 Q1	$25.2K	Buy	620 +470	+313%	+$18.3K	0.01%	358
2023 Q4	$5.88K	Buy	150 +46	+44%	+$1.65K	﹤0.01%	471
2023 Q3	$3.65K	Buy	104 +20	+24%	+$744	﹤0.01%	532
2023 Q2	$3.12K	Buy	+84	New	+$3.1K	﹤0.01%	477

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

VisionPoint Advisory Group's SPYD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2% in Q2 2026, selling an estimated $13.1K and leaving 13,567 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #213.

VisionPoint Advisory Group first reported a position in SPYD in Q2 2023 and has held it in 13 quarters since. The position peaked at $977K in Q4 2024. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

VisionPoint Advisory Group held 13,567 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $647K as of Q2 2026.
VisionPoint Advisory Group sold 279 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $13.1K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #213 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $977K in Q4 2024.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.