Wealth Enhancement Advisory Services
SPYD icon

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

Wealth Enhancement Advisory Services’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 		$2.69M Buy
55,735
+403
+0.7% +$18.9K ﹤0.01% 1383
2026
Q1 		$2.52M Sell
55,332
-191
-0.3% -$8.78K 0.01% 1263
2025
Q4 		$2.45M Sell
55,523
-1,842
-3% -$79.8K ﹤0.01% 1408
2025
Q3 		$2.52M Buy
57,365
+7,648
+15% +$335K ﹤0.01% 1316
2025
Q2 		$2.16M Buy
49,717
+1,817
+4% +$76.4K ﹤0.01% 1318
2025
Q1 		$2.12M Sell
47,900
-260
-0.5% -$11.4K ﹤0.01% 1214
2024
Q4 		$2.08M Buy
48,160
+31,437
+188% +$1.43M ﹤0.01% 1172
2024
Q3 		$763K Sell
16,723
-1,920
-10% -$83.4K ﹤0.01% 1557
2024
Q2 		$750K Buy
18,643
+464
+3% +$18.6K ﹤0.01% 1406
2024
Q1 		$740K Buy
18,179
+672
+4% +$26.2K ﹤0.01% 1369
2023
Q4 		$686K Sell
17,507
-2,663
-13% -$95.6K ﹤0.01% 1332
2023
Q3 		$707K Buy
+20,170
New +$751K ﹤0.01% 1247

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 22.96% 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

Wealth Enhancement Advisory Services's SPYD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.73% in Q2 2026, buying an estimated $18.9K and bringing the position to 55,735 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Wealth Enhancement Advisory Services first reported a position in SPYD in Q3 2023 and has held it in 12 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 55,735 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.69M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 403 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $18.9K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1383 holding.
  • Wealth Enhancement Advisory Services 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.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.