WCFA
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Walkner Condon Financial Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Walkner Condon Financial Advisors’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 		$731K Sell
16,069
-13
-0.1% -$597 0.1% 140
2025
Q4 		$696K Hold
16,082
– – 0.1% 143
2025
Q3 		$708K Hold
16,082
– – 0.11% 138
2025
Q2 		$683K Buy
16,082
+14
+0.1% +$588 0.13% 128
2025
Q1 		$711K Hold
16,068
– – 0.14% 116
2024
Q4 		$695K Hold
16,068
– – 0.14% 121
2024
Q3 		$734K Hold
16,068
– – 0.15% 116
2024
Q2 		$646K Sell
16,068
-250
-2% -$10K 0.14% 120
2024
Q1 		$664K Hold
16,318
– – 0.14% 125
2023
Q4 		$640K Buy
+16,318
New +$586K 0.15% 125

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return