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

Wealthcare Advisory Partners’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	$431K	Sell	9,028 -774	-8%	-$36.4K	0.01%	756
2026 Q1	$446K	Buy	9,802 +3,789	+63%	+$174K	0.01%	740
2025 Q4	$260K	Sell	6,013 -1,777	-23%	-$77K	0.01%	932
2025 Q3	$343K	Buy	7,790 +500	+7%	+$21.9K	0.01%	799
2025 Q2	$309K	Sell	7,290 -1,311	-15%	-$55.1K	0.01%	784
2025 Q1	$381K	Buy	8,601 +549	+7%	+$24.1K	0.01%	662
2024 Q4	$348K	Buy	8,052 +3,558	+79%	+$161K	0.01%	663
2024 Q3	$205K	Buy	+4,494	New	+$195K	0.01%	832
2021 Q2	–	Sell	-1,234	Closed	-$48K	–	1693
2021 Q1	$48K	Buy	+1,234	New	+$45K	﹤0.01%	891
2020 Q2	–	Sell	-17,117	Closed	-$421K	–	1206
2020 Q1	$421K	Sell	17,117 -17,050	-50%	-$594K	0.06%	176
2019 Q4	$1.35M	Buy	34,167 +1,024	+3%	+$39.5K	0.17%	78
2019 Q3	$1.26M	Buy	33,143 +1,215	+4%	+$45.4K	0.18%	71
2019 Q2	$1.22M	Buy	31,928 +5,447	+21%	+$206K	0.19%	67
2019 Q1	$1M	Buy	26,481 +24,376	+1,158%	+$899K	0.17%	74
2018 Q4	$72K	Buy	+2,105	New	+$76.9K	0.01%	363

Other funds holding SPYD

AOI

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

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealthcare Advisory Partners's SPYD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7.9% in Q2 2026, selling an estimated $36.4K and leaving 9,028 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #756.

Wealthcare Advisory Partners first reported a position in SPYD in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.35M in Q4 2019. 110 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Wealthcare Advisory Partners held 9,028 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $431K as of Q2 2026.
Wealthcare Advisory Partners sold 774 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $36.4K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #756 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 15 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.35M in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.