WealthPlan Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

WealthPlan Investment Management’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	$3.81M	Sell	79,795 -961	-1%	-$45.2K	0.19%	107
2026 Q1	$3.68M	Sell	80,756 -15,666	-16%	-$720K	0.2%	106
2025 Q4	$4.17M	Sell	96,422 -1,995	-2%	-$86.4K	0.27%	95
2025 Q3	$4.33M	Sell	98,417 -51,077	-34%	-$2.24M	0.29%	92
2025 Q2	$6.34M	Sell	149,494 -20,892	-12%	-$878K	0.46%	71
2025 Q1	$7.54M	Sell	170,386 -140,657	-45%	-$6.18M	0.74%	54
2024 Q4	$13.4M	Buy	311,043 +181,434	+140%	+$8.23M	1.33%	17
2024 Q3	$5.92M	Buy	+129,609	New	+$5.63M	0.6%	63
2023 Q1	–	Sell	-72,553	Closed	-$3.05M	–	559
2022 Q4	$3.05M	Sell	72,553 -872	-1%	-$34.1K	0.21%	98
2022 Q3	$2.96M	Buy	+73,425	New	+$2.96M	0.22%	92
2022 Q1	$3.35M	Buy	+78,483	New	+$3.38M	0.23%	96

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPlan Investment Management's SPYD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.2% in Q2 2026, selling an estimated $45.2K and leaving 79,795 shares worth $3.81M. The position accounts for 0.19% of the portfolio, ranked #107.

WealthPlan Investment Management first reported a position in SPYD in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.4M in Q4 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

WealthPlan Investment Management held 79,795 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.81M as of Q2 2026.
WealthPlan Investment Management sold 961 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $45.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of WealthPlan Investment Management's portfolio in Q2 2026, its #107 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13.4M in Q4 2024.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.