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Waverly Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Waverly 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 		$5.14M Sell
107,764
-159
-0.1% -$7.47K 0.03% 443
2026
Q1 		$4.91M Sell
107,923
-2,696
-2% -$124K 0.04% 413
2025
Q4 		$4.78M Buy
110,619
+32,339
+41% +$1.4M 0.04% 381
2025
Q3 		$3.44M Sell
78,280
-7,961
-9% -$349K 0.03% 394
2025
Q2 		$3.66M Buy
86,241
+3,700
+4% +$155K 0.04% 366
2025
Q1 		$3.65M Buy
82,541
+70,585
+590% +$3.1M 0.04% 349
2024
Q4 		$517K Buy
11,956
+1,888
+19% +$85.6K 0.01% 677
2024
Q3 		$460K Hold
10,068
– – 0.01% 603
2024
Q2 		$405K Sell
10,068
-166
-2% -$6.66K 0.01% 619
2024
Q1 		$417K Buy
+10,234
New +$399K 0.01% 513

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

Waverly Advisors's SPYD Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.15% in Q2 2026, selling an estimated $7.47K and leaving 107,764 shares worth $5.14M. The position accounts for 0.03% of the portfolio, ranked #443.

Waverly Advisors first reported a position in SPYD in Q1 2024 and has held it in 10 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Waverly Advisors held 107,764 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.14M as of Q2 2026.
  • Waverly Advisors sold 159 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $7.47K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #443 holding.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.