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Cascade Financial Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Cascade Financial Partners’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 		$250K Buy
+5,484
New +$252K 0.03% 228

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cascade Financial Partners's SPYD Position: Q1 2026 in Review

Cascade Financial Partners opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 5,484 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #228 among its holdings.

497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Cascade Financial Partners held 5,484 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $250K as of Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Cascade Financial Partners position in Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #228 holding.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.