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

WealthShield 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 		– Sell
-801
Closed -$36.4K – 578
2026
Q1 		$36.4K Buy
801
+84
+12% +$3.86K ﹤0.01% 465
2025
Q4 		$31K Hold
717
– – ﹤0.01% 463
2025
Q3 		$31.5K Hold
717
– – ﹤0.01% 457
2025
Q2 		$30.4K Hold
717
– – ﹤0.01% 449
2025
Q1 		$31.7K Hold
717
– – ﹤0.01% 435
2024
Q4 		$31K Hold
717
– – ﹤0.01% 400
2024
Q3 		$32.7K Hold
717
– – ﹤0.01% 405
2024
Q2 		$28.8K Hold
717
– – ﹤0.01% 385
2024
Q1 		$29.2K Sell
717
-90
-11% -$3.51K ﹤0.01% 378
2023
Q4 		$31.6K Sell
807
-800
-50% -$28.7K 0.01% 384
2023
Q3 		$56.3K Sell
1,607
-693
-30% -$25.8K 0.01% 367
2023
Q2 		$85.3K Hold
2,300
– – 0.01% 354
2023
Q1 		$87.4K Buy
+2,300
New +$91.9K 0.01% 348
2021
Q3 		– Sell
-1,435
Closed -$58K – 674
2021
Q2 		$58K Hold
1,435
– – 0.01% 448
2021
Q1 		$55K Buy
+1,435
New +$52.3K 0.01% 437
2020
Q4 		– Sell
-4,770
Closed -$131K – 411
2020
Q3 		$131K Sell
4,770
-1,391
-23% -$39.3K 0.05% 264
2020
Q2 		$172K Sell
6,161
-1,055
-15% -$28.8K 0.08% 206
2020
Q1 		$178K Sell
7,216
-889
-11% -$31K 0.11% 160
2019
Q4 		$320K Buy
8,105
+8
+0.1% +$309 0.16% 136
2019
Q3 		$308K Buy
8,097
+5,344
+194% +$200K 0.16% 132
2019
Q2 		$105K Sell
2,753
-4,632
-63% -$176K 0.06% 163
2019
Q1 		$279K Buy
7,385
+1,804
+32% +$66.5K 0.16% 111
2018
Q4 		$190K Buy
5,581
+103
+2% +$3.77K 0.13% 128
2018
Q3 		$206K Buy
5,478
+658
+14% +$24.9K 0.12% 122
2018
Q2 		$180K Buy
4,820
+710
+17% +$25.9K 0.11% 122
2018
Q1 		$147K Buy
4,110
+3,610
+722% +$132K 0.09% 125
2017
Q4 		$19K Buy
+500
New +$18.5K 0.01% 180

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

WealthShield Partners's SPYD Position: Q2 2026 in Review

WealthShield Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 801 shares — an estimated $36.4K sold.

WealthShield Partners first reported a position in SPYD in Q4 2017 and held it in 27 quarters. The position peaked at $320K in Q4 2019. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • WealthShield Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 801 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $36.4K.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 27 quarters.
  • WealthShield Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $320K in Q4 2019.
  • 523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.