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

WBH Advisory’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	$275K	Hold	5,772	–	–	0.02%	327
2026 Q1	$262K	Hold	5,772	–	–	0.02%	318
2025 Q4	$250K	Hold	5,772	–	–	0.02%	314
2025 Q3	$254K	Hold	5,772	–	–	0.02%	310
2025 Q2	$245K	Hold	5,772	–	–	0.02%	308
2025 Q1	$255K	Hold	5,772	–	–	0.02%	291
2024 Q4	$250K	Hold	5,772	–	–	0.02%	288
2024 Q3	$263K	Sell	5,772 -590	-9%	-$25.6K	0.03%	277
2024 Q2	$256K	Sell	6,362 -3,428	-35%	-$137K	0.03%	277
2024 Q1	$399K	Sell	9,790 -1,738	-15%	-$67.8K	0.04%	232
2023 Q4	$452K	Sell	11,528 -346	-3%	-$12.4K	0.05%	223
2023 Q3	$416K	Buy	11,874 +368	+3%	+$13.7K	0.05%	220
2023 Q2	$427K	Buy	11,506 +3,055	+36%	+$113K	0.05%	217
2023 Q1	$321K	Buy	+8,451	New	+$338K	0.04%	244
2022 Q3	$230K	Buy	6,488 +21	+0.3%	+$846	0.03%	266
2022 Q2	$258K	Buy	6,467 +18	+0.3%	+$774	0.03%	269
2022 Q1	$283K	Buy	6,449 +607	+10%	+$26.1K	0.03%	263
2021 Q4	$246K	Buy	5,842 +4	+0.1%	+$163	0.03%	290
2021 Q3	$228K	Buy	+5,838	New	+$232K	0.03%	274

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

FGC

Financial Gravity Companies Lakeway, Texas $616M AUM

WBH Advisory's SPYD Position: Q2 2026 in Review

WBH Advisory held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 5,772 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #327.

WBH Advisory first reported a position in SPYD in Q3 2021 and has held it in 19 quarters since. The position peaked at $452K in Q4 2023. 349 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

WBH Advisory held 5,772 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $275K as of Q2 2026.
WBH Advisory 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 0.02% of WBH Advisory's portfolio in Q2 2026, its #327 holding.
WBH Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 19 quarters since.
WBH Advisory's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $452K in Q4 2023.
349 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.