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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthPlan Investment Management's SPYD Position: Q1 2026 in Review

WealthPlan Investment Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 16% in Q1 2026, selling an estimated $720K and leaving 80,756 shares worth $3.68M. The position accounts for 0.2% of the portfolio, ranked #106.

WealthPlan Investment Management first reported a position in SPYD in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

WealthPlan Investment Management held 80,756 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.68M as of Q1 2026.
WealthPlan Investment Management sold 15,666 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $720K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.2% of WealthPlan Investment Management's portfolio in Q1 2026, its #106 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 10 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13.4M in Q4 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.