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 Q2	$767K	Hold	16,069	–	–	0.09%	149
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 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 22.9% 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

Walkner Condon Financial Advisors's SPYD Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 16,069 shares worth $767K. The position accounts for 0.09% of the portfolio, ranked #149.

Walkner Condon Financial Advisors first reported a position in SPYD in Q4 2023 and has held it in 11 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Walkner Condon Financial Advisors held 16,069 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $767K as of Q2 2026.
Walkner Condon Financial Advisors 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 0.09% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #149 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.