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

Cerity 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	$719K	Buy	15,079 +60	+0.4%	+$2.82K	﹤0.01%	2205
2026 Q1	$684K	Buy	15,019 +2,243	+18%	+$103K	﹤0.01%	2092
2025 Q4	$553K	Buy	+12,776	New	+$553K	﹤0.01%	2031
2023 Q3	–	Sell	-7,445	Closed	-$276K	–	1682
2023 Q2	$276K	Buy	7,445 +181	+2%	+$6.68K	﹤0.01%	1419
2023 Q1	$276K	Sell	7,264 -1,190	-14%	-$47.6K	﹤0.01%	1562
2022 Q4	$335K	Buy	+8,454	New	+$331K	﹤0.01%	1105

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

Cerity Partners's SPYD Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.4% in Q2 2026, buying an estimated $2.82K and bringing the position to 15,079 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Cerity Partners first reported a position in SPYD in Q4 2022 and has held it in 6 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Cerity Partners held 15,079 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $719K as of Q2 2026.
Cerity Partners bought 60 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.82K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2205 holding.
Cerity Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 6 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 Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.