Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Wealthspire Advisors (New York)’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	$2.79M	Hold	58,443	–	–	0.02%	359
2026 Q1	$2.66M	Hold	58,443	–	–	0.02%	244
2025 Q4	$2.53M	Buy	58,443 +220	+0.4%	+$9.53K	0.02%	261
2025 Q3	$2.56M	Sell	58,223 -78	-0.1%	-$3.42K	0.01%	241
2025 Q2	$2.47M	Buy	58,301 +78	+0.1%	+$3.28K	0.01%	251
2025 Q1	$2.58M	Buy	58,223 +549	+1%	+$24.1K	0.02%	237
2024 Q4	$2.49M	Buy	57,674 +629	+1%	+$28.5K	0.02%	223
2024 Q3	$2.6M	Hold	57,045	–	–	0.03%	211
2024 Q2	$2.29M	Sell	57,045 -1,045	-2%	-$41.9K	0.03%	189
2024 Q1	$2.36M	Sell	58,090 -6,123	-10%	-$239K	0.03%	180
2023 Q4	$2.52M	Sell	64,213 -2,550	-4%	-$91.6K	0.04%	164
2023 Q3	$2.34M	Buy	66,763 +90	+0.1%	+$3.35K	0.04%	153
2023 Q2	$2.47M	Hold	66,673	–	–	0.04%	132
2023 Q1	$2.53M	Hold	66,673	–	–	0.04%	131
2022 Q4	$2.64M	Hold	66,673	–	–	0.05%	132
2022 Q3	$2.37M	Hold	66,673	–	–	0.05%	131
2022 Q2	$2.66M	Buy	66,673 +58,000	+669%	+$2.49M	0.06%	121
2022 Q1	$381K	Hold	8,673	–	–	0.01%	315
2021 Q4	$365K	Sell	8,673 -49,327	-85%	-$2.01M	0.01%	379
2021 Q3	$2.27M	Buy	+58,000	New	+$2.31M	0.05%	153

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

Wealthspire Advisors (New York)'s SPYD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 58,443 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #359.

Wealthspire Advisors (New York) first reported a position in SPYD in Q3 2021 and has held it in 20 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Wealthspire Advisors (New York) held 58,443 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.79M as of Q2 2026.
Wealthspire Advisors (New York) left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #359 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 20 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.