CPIG
SPYD icon

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

Chicago Partners 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 		$973K Buy
19,832
+2,621
+15% +$123K 0.02% 667
2026
Q1 		$791K Buy
17,211
+4,262
+33% +$196K 0.02% 648
2025
Q4 		$582K Buy
12,949
+2,039
+19% +$88.3K 0.01% 687
2025
Q3 		$476K Sell
10,910
-288
-3% -$12.6K 0.01% 730
2025
Q2 		$496K Buy
11,198
+91
+0.8% +$3.82K 0.01% 602
2025
Q1 		$467K Buy
11,107
+77
+0.7% +$3.38K 0.02% 544
2024
Q4 		$473K Buy
11,030
+394
+4% +$17.9K 0.02% 520
2024
Q3 		$487K Buy
10,636
+79
+0.7% +$3.43K 0.02% 495
2024
Q2 		$457K Buy
10,557
+260
+3% +$10.4K 0.02% 490
2024
Q1 		$408K Buy
10,297
+71
+0.7% +$2.77K 0.02% 503
2023
Q4 		$392K Buy
10,226
+2,909
+40% +$104K 0.02% 479
2023
Q3 		$244K Buy
7,317
+1,062
+17% +$39.5K 0.01% 556
2023
Q2 		$240K Buy
6,255
+772
+14% +$28.5K 0.01% 585
2023
Q1 		$208K Buy
5,483
+4
+0.1% +$160 0.01% 605
2022
Q4 		$231K Buy
+5,479
New +$214K 0.01% 550
2022
Q3 		– Sell
-6,077
Closed -$252K – 626
2022
Q2 		$252K Buy
+6,077
New +$261K 0.02% 480
2021
Q4 		– Sell
-9,742
Closed -$405K – 609
2021
Q3 		$405K Hold
9,742
– – 0.03% 375
2021
Q2 		$386K Hold
9,742
– – 0.03% 374
2021
Q1 		$387K Hold
9,742
– – 0.03% 349
2020
Q4 		$336K Buy
+9,742
New +$301K 0.03% 343

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chicago Partners Investment Group's SPYD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 15% in Q2 2026, buying an estimated $123K and bringing the position to 19,832 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #667.

Chicago Partners Investment Group first reported a position in SPYD in Q4 2020 and has held it in 20 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Chicago Partners Investment Group held 19,832 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $973K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,621 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $123K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #667 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 20 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.