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

Wealth Advisory Solutions’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 Q3	$1.81M	Sell	39,988 -287	-0.7%	-$14.1K	0.37%	60
2026 Q2	$1.92M	Sell	40,275 -1,926	-5%	-$90.5K	0.39%	58
2026 Q1	$1.92M	Buy	42,201 +309	+0.7%	+$14.2K	0.43%	51
2025 Q4	$1.81M	Sell	41,892 -2,033	-5%	-$88K	0.42%	50
2025 Q3	$1.93M	Buy	43,925 +679	+2%	+$29.8K	0.47%	47
2025 Q2	$1.84M	Buy	43,246 +111	+0.3%	+$4.66K	0.46%	51
2025 Q1	$1.91M	Sell	43,135 -87	-0.2%	-$3.82K	0.51%	52
2024 Q4	$1.87M	Buy	43,222 +1,416	+3%	+$64.2K	0.52%	45
2024 Q3	$1.91M	Sell	41,806 -670	-2%	-$29.1K	0.53%	46
2024 Q2	$1.71M	Sell	42,476 -81	-0.2%	-$3.25K	0.46%	49
2024 Q1	$1.73M	Sell	42,557 -3,020	-7%	-$118K	0.45%	49
2023 Q4	$1.79M	Sell	45,577 -44,496	-49%	-$1.6M	0.62%	35
2023 Q3	$3.35M	Buy	90,073 +44,913	+99%	+$1.67M	0.66%	36
2023 Q2	$1.67M	Sell	45,160 -165	-0.4%	-$6.09K	0.45%	55
2023 Q1	$1.72M	Sell	45,325 -2,168	-5%	-$86.6K	0.46%	56
2022 Q4	$1.88M	Sell	47,493 -228	-0.5%	-$8.92K	0.5%	54
2022 Q3	$1.69M	Sell	47,721 -230	-0.5%	-$9.26K	0.47%	60
2022 Q2	$1.91M	Sell	47,951 -3,471	-7%	-$149K	0.47%	62
2022 Q1	$2.26M	Buy	+51,422	New	+$2.22M	0.47%	59
2021 Q3	$2.05M	Sell	52,418 -1,700	-3%	-$67.6K	0.46%	56
2021 Q2	$2.17M	Buy	54,118 +1,422	+3%	+$57.8K	0.52%	54
2021 Q1	$2M	Buy	+52,696	New	+$1.92M	0.42%	70
2020 Q4	–	Sell	-8,086	Closed	-$221K	–	192
2020 Q3	$221K	Buy	+8,086	New	+$229K	0.06%	165

Other funds holding SPYD

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Wealth Advisory Solutions's SPYD Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.71% in Q3 2026, selling an estimated $14.1K and leaving 39,988 shares worth $1.81M. The position accounts for 0.37% of the portfolio, ranked #60.

Wealth Advisory Solutions first reported a position in SPYD in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.35M in Q3 2023. 115 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Wealth Advisory Solutions held 39,988 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.81M as of Q3 2026.
Wealth Advisory Solutions sold 287 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $14.1K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.37% of Wealth Advisory Solutions's portfolio in Q3 2026, its #60 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and has held it in 23 quarters since.
Wealth Advisory Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.35M in Q3 2023.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.