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

WCG Wealth 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	$534K	Buy	11,726 +300	+3%	+$13.8K	0.01%	453
2025 Q4	$494K	Sell	11,426 -299	-3%	-$12.9K	0.01%	447
2025 Q3	$516K	Buy	11,725 +91	+0.8%	+$3.99K	0.03%	292
2025 Q2	$494K	Sell	11,634 -49	-0.4%	-$2.06K	0.03%	294
2025 Q1	$517K	Buy	11,683 +1	+0%	+$44	0.04%	238
2024 Q4	$505K	Sell	11,682 -51	-0.4%	-$2.31K	0.03%	259
2024 Q3	$536K	Buy	11,733 +1	+0%	+$43	0.04%	266
2024 Q2	$472K	Sell	11,732 -43,287	-79%	-$1.74M	0.04%	244
2024 Q1	$2.24M	Buy	55,019 +4,376	+9%	+$171K	0.19%	114
2023 Q4	$1.99M	Buy	50,643 +168	+0.3%	+$6.03K	0.15%	139
2023 Q3	$1.77M	Buy	+50,475	New	+$1.88M	0.13%	146

Other funds holding SPYD

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WCG Wealth Advisors's SPYD Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.6% in Q1 2026, buying an estimated $13.8K and bringing the position to 11,726 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #453.

WCG Wealth Advisors first reported a position in SPYD in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

WCG Wealth Advisors held 11,726 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $534K as of Q1 2026.
WCG Wealth Advisors bought 300 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $13.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #453 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.24M in Q1 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.