WealthPoint Financial’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

WealthPoint Financial’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	$340K	Buy	7,126 +810	+13%	+$38.1K	0.25%	91
2026 Q1	$288K	Buy	6,316 +1,099	+21%	+$50.5K	0.24%	100
2025 Q4	$226K	Buy	+5,217	New	+$226K	0.2%	110

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

WealthPoint Financial's SPYD Position: Q2 2026 in Review

WealthPoint Financial increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 13% in Q2 2026, buying an estimated $38.1K and bringing the position to 7,126 shares worth $340K. The position accounts for 0.25% of the portfolio, ranked #91.

WealthPoint Financial first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

WealthPoint Financial held 7,126 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $340K as of Q2 2026.
WealthPoint Financial bought 810 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $38.1K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.25% of WealthPoint Financial's portfolio in Q2 2026, its #91 holding.
WealthPoint Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.