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COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$29.9K Buy
+597
New +$28.1K ﹤0.01% 796

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPYD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 597 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings.

429 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 597 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $29.9K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #796 holding.
  • 429 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.