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

Cascade Investment Group’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	$1.44M	Buy	30,155 +2,106	+8%	+$99K	0.81%	36
2026 Q1	$1.28M	Buy	28,049 +1,715	+7%	+$78.8K	0.84%	33
2025 Q4	$1.14M	Sell	26,334 -84	-0.3%	-$3.64K	0.76%	34
2025 Q3	$1.16M	Buy	26,418 +465	+2%	+$20.4K	0.77%	33
2025 Q2	$1.1M	Buy	25,953 +1,342	+5%	+$56.4K	0.77%	37
2025 Q1	$1.09M	Buy	24,611 +1,120	+5%	+$49.2K	0.84%	35
2024 Q4	$1.02M	Buy	23,491 +157	+0.7%	+$7.12K	0.73%	39
2024 Q3	$1.07M	Buy	23,334 +213	+0.9%	+$9.25K	0.78%	37
2024 Q2	$930K	Sell	23,121 -298	-1%	-$12K	0.73%	40
2024 Q1	$953K	Buy	23,419 +1,324	+6%	+$51.7K	0.71%	39
2023 Q4	$866K	Buy	22,095 +33	+0.1%	+$1.19K	0.7%	39
2023 Q3	$774K	Sell	22,062 -943	-4%	-$35.1K	0.73%	37
2023 Q2	$853K	Buy	23,005 +162	+0.7%	+$5.98K	0.78%	35
2023 Q1	$868K	Buy	22,843 +1,078	+5%	+$43.1K	0.86%	32
2022 Q4	$861K	Buy	+21,765	New	+$851K	0.9%	31

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 Investment Group's SPYD Position: Q2 2026 in Review

Cascade Investment Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7.5% in Q2 2026, buying an estimated $99K and bringing the position to 30,155 shares worth $1.44M. The position accounts for 0.81% of the portfolio, ranked #36.

Cascade Investment Group first reported a position in SPYD in Q4 2022 and has held it in 15 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Cascade Investment Group held 30,155 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.44M as of Q2 2026.
Cascade Investment Group bought 2,106 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $99K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.81% of Cascade Investment Group's portfolio in Q2 2026, its #36 holding.
Cascade Investment Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.