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

Winnow Wealth’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	–	Sell	-274	Closed	-$12.1K	–	488
2025 Q4	$12.1K	Sell	274 -7,265	-96%	-$315K	0.01%	214
2025 Q3	$332K	Buy	+7,539	New	+$331K	0.26%	84
2025 Q2	–	Sell	-13,421	Closed	-$594K	–	603
2025 Q1	$594K	Sell	13,421 -2,229	-14%	-$98K	0.55%	67
2024 Q4	$675K	Buy	+15,650	New	+$710K	0.67%	49

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

Winnow Wealth's SPYD Position: Q1 2026 in Review

Winnow Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 274 shares — an estimated $12.1K sold.

Winnow Wealth first reported a position in SPYD in Q4 2024 and held it in 4 quarters. The position peaked at $675K in Q4 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Winnow Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 274 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $12.1K.
Winnow Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and held it in 4 quarters.
Winnow Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $675K in Q4 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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