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 Q2	$262K	Hold	5,484	–	–	0.02%	243
2026 Q1	$250K	Buy	+5,484	New	+$252K	0.03%	228

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

Cascade Financial Partners's SPYD Position: Q2 2026 in Review

Cascade Financial Partners held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 5,484 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #243.

Cascade Financial Partners first reported a position in SPYD in Q1 2026 and has held it in 2 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Cascade Financial Partners held 5,484 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $262K as of Q2 2026.
Cascade Financial Partners 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 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #243 holding.
Cascade Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and has held it in 2 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 Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.