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

Westend Capital 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	–	Sell	-998	Closed	-$45.4K	–	299
2026 Q1	$45.4K	Sell	998 -3	-0.3%	-$138	0.01%	97
2025 Q4	$43.3K	Hold	1,001	–	–	0.01%	97
2025 Q3	$44K	Buy	1,001 +44	+5%	+$1.93K	0.01%	78
2025 Q2	$40.6K	Sell	957 -27	-3%	-$1.14K	0.01%	82
2025 Q1	$43.6K	Buy	984 +71	+8%	+$3.12K	0.02%	80
2024 Q4	$39.5K	Sell	913 -244	-21%	-$11.1K	0.01%	83
2024 Q3	$52.8K	Hold	1,157	–	–	0.02%	73
2024 Q2	$46.3K	Sell	1,157 -120	-9%	-$4.81K	0.02%	70
2024 Q1	$52K	Buy	+1,277	New	+$49.8K	0.02%	71

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 22.9% 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

Westend Capital Management's SPYD Position: Q2 2026 in Review

Westend Capital Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 998 shares — an estimated $45.4K sold.

Westend Capital Management first reported a position in SPYD in Q1 2024 and held it in 9 quarters. The position peaked at $52.8K in Q3 2024. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Westend Capital Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Westend Capital Management sold 998 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $45.4K.
Westend Capital Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and held it in 9 quarters.
Westend Capital Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $52.8K in Q3 2024.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.