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WAS
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
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%
+$4.67K
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
$2K
Buy
+52,696
New
+$1.92M
﹤0.01%
113
2020
Q4
–
Sell
-8,086
Closed
-$221K
–
192
2020
Q3
$221K
Buy
+8,086
New
+$229K
0.06%
165
Other funds holding SPYD
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$4.78B AUM
24.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SS
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
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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