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

Wayfinding Financial’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
2025 Q2	–	Sell	-1,648	Closed	-$72K	–	623
2025 Q1	$72K	Buy	+1,648	New	+$72.4K	0.03%	285
2023 Q1	–	Sell	-9,826	Closed	-$413K	–	128
2022 Q4	$413K	Buy	9,826 +39	+0.4%	+$1.53K	0.33%	52
2022 Q3	$347K	Buy	9,787 +678	+7%	+$27.3K	0.32%	51
2022 Q2	$363K	Sell	9,109 -1,408	-13%	-$60.6K	0.32%	54
2022 Q1	$460K	Buy	10,517 +691	+7%	+$29.8K	0.38%	46
2021 Q4	$413K	Buy	+9,826	New	+$401K	0.33%	52

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOI

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wayfinding Financial's SPYD Position: Q2 2025 in Review

Wayfinding Financial sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 1,648 shares — an estimated $72K sold.

Wayfinding Financial first reported a position in SPYD in Q4 2021 and held it in 6 quarters. The position peaked at $460K in Q1 2022. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Wayfinding Financial reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 1,648 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $72K.
Wayfinding Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 6 quarters.
Wayfinding Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $460K in Q1 2022.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.