Coordinated Financial Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Coordinated Financial 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 Q1	$204K	Buy	+4,478	New	+$206K	0.12%	172
2025 Q2	–	Sell	-4,968	Closed	-$220K	–	152
2025 Q1	$220K	Buy	4,968 +2	+0%	+$88	0.17%	130
2024 Q4	$215K	Buy	+4,966	New	+$225K	0.17%	130
2024 Q2	–	Sell	-4,958	Closed	-$202K	–	133
2024 Q1	$202K	Buy	+4,958	New	+$193K	0.18%	128

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coordinated Financial Services's SPYD Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 4,478 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #172 among its holdings. This is a return to the name: Coordinated Financial Services previously reported a position in SPYD as recently as Q1 2025.

Coordinated Financial Services first reported a position in SPYD in Q1 2024 and has held it in 4 quarters since. The position peaked at $220K in Q1 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Coordinated Financial Services held 4,478 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $204K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Coordinated Financial Services position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.12% of Coordinated Financial Services's portfolio in Q1 2026, its #172 holding.
Coordinated Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 4 quarters since.
Coordinated Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $220K in Q1 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.