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

Western Wealth 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	$3.85M	Buy	84,506 +34,450	+69%	+$1.58M	0.15%	137
2025 Q4	$2.16M	Buy	50,056 +4,054	+9%	+$176K	0.1%	208
2025 Q3	$2.02M	Buy	46,002 +2,766	+6%	+$121K	0.11%	178
2025 Q2	$1.83M	Buy	43,236 +4,214	+11%	+$177K	0.11%	176
2025 Q1	$1.73M	Sell	39,022 -2,699	-6%	-$119K	0.11%	179
2024 Q4	$1.8M	Sell	41,721 -42,431	-50%	-$1.92M	0.12%	165
2024 Q3	$3.84M	Buy	84,152 +41,025	+95%	+$1.78M	0.22%	94
2024 Q2	$1.73M	Buy	43,127 +2,655	+7%	+$106K	0.13%	143
2024 Q1	$1.65M	Sell	40,472 -42,165	-51%	-$1.65M	0.13%	156
2023 Q4	$3.24M	Buy	82,637 +218	+0.3%	+$7.83K	0.23%	86
2023 Q3	$2.89M	Buy	82,419 +339	+0.4%	+$12.6K	0.24%	84
2023 Q2	$3.04M	Sell	82,080 -300,965	-79%	-$11.1M	0.26%	84
2023 Q1	$14.6M	Sell	383,045 -53,551	-12%	-$2.14M	1.35%	8
2022 Q4	$17.3M	Sell	436,596 -449,527	-51%	-$17.6M	1.77%	6
2022 Q3	$31.6M	Sell	886,123 -23,904	-3%	-$963K	1.81%	5
2022 Q2	$36.3M	Buy	910,027 +257,000	+39%	+$11.1M	2.09%	4
2022 Q1	$28.7M	Buy	653,027 +470,324	+257%	+$20.3M	1.39%	11
2021 Q4	$7.68M	Buy	+182,703	New	+$7.45M	0.76%	25
2021 Q2	$8.48M	Buy	211,620 +23,168	+12%	+$942K	0.87%	17
2021 Q1	$7.25M	Buy	188,452 +148,560	+372%	+$5.41M	0.98%	16
2020 Q4	$1.31M	Sell	39,892 -1,849	-4%	-$57.1K	0.19%	126
2020 Q3	$1.14M	Buy	41,741 +2,408	+6%	+$68.1K	0.19%	124
2020 Q2	$1.09M	Buy	+39,333	New	+$1.07M	0.2%	122

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

Western Wealth Management's SPYD Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 69% in Q1 2026, buying an estimated $1.58M and bringing the position to 84,506 shares worth $3.85M. The position accounts for 0.15% of the portfolio, ranked #137.

Western Wealth Management first reported a position in SPYD in Q2 2020 and has held it in 23 quarters since. The position peaked at $36.3M in Q2 2022. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Western Wealth Management held 84,506 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.85M as of Q1 2026.
Western Wealth Management bought 34,450 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $1.58M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.15% of Western Wealth Management's portfolio in Q1 2026, its #137 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and has held it in 23 quarters since.
Western Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $36.3M in Q2 2022.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.