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

Westside Investment 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	$105K	Hold	2,200	–	–	0.01%	425
2026 Q1	$100K	Buy	2,200 +250	+13%	+$11.5K	0.02%	412
2025 Q4	$84.3K	Hold	1,950	–	–	0.01%	423
2025 Q3	$85.8K	Hold	1,950	–	–	0.01%	418
2025 Q2	$82.8K	Buy	1,950 +1,050	+117%	+$44.1K	0.02%	371
2025 Q1	$39.8K	Buy	+900	New	+$39.6K	0.01%	439

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

Westside Investment Management's SPYD Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 2,200 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #425.

Westside Investment Management first reported a position in SPYD in Q1 2025 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Westside Investment Management held 2,200 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $105K as of Q2 2026.
Westside Investment Management 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 0.01% of Westside Investment Management's portfolio in Q2 2026, its #425 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.