WWA
SPYD icon

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
Q2 		$560K Buy
11,743
+17
+0.1% +$799 0.01% 486
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
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 22.9% 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

WCG Wealth Advisors's SPYD Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.14% in Q2 2026, buying an estimated $799 and bringing the position to 11,743 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #486.

WCG Wealth Advisors first reported a position in SPYD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q1 2024. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • WCG Wealth Advisors held 11,743 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $560K as of Q2 2026.
  • WCG Wealth Advisors bought 17 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $799.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #486 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 12 quarters since.
  • WCG Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.24M in Q1 2024.
  • 524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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