CBIZ Investment Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

CBIZ Investment Advisory Services’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	$48K	Hold	1,055	–	–	﹤0.01%	94
2026 Q1	$48K	Hold	1,055	–	–	﹤0.01%	94
2025 Q4	$45.6K	Hold	1,055	–	–	﹤0.01%	151
2025 Q3	$46.4K	Buy	1,055 +11	+1%	+$482	﹤0.01%	136
2025 Q2	$44.3K	Buy	1,044 +12	+1%	+$504	﹤0.01%	147
2025 Q1	$45.7K	Buy	1,032 +10	+1%	+$440	﹤0.01%	124
2024 Q4	$44.2K	Buy	1,022 +13	+1%	+$590	﹤0.01%	118
2024 Q3	$46.1K	Buy	+1,009	New	+$43.8K	﹤0.01%	112

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 22.9% 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

CBIZ Investment Advisory Services's SPYD Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 1,055 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #94.

CBIZ Investment Advisory Services first reported a position in SPYD in Q3 2024 and has held it in 8 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

CBIZ Investment Advisory Services held 1,055 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $48K as of Q2 2026.
CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #94 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.