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

Creative Planning’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	$4.27M	Sell	93,908 -5,905	-6%	-$271K	﹤0.01%	1321
2025 Q4	$4.32M	Buy	99,813 +16,159	+19%	+$700K	﹤0.01%	1113
2025 Q3	$3.68M	Sell	83,654 -1,228	-1%	-$53.8K	﹤0.01%	1067
2025 Q2	$3.6M	Buy	84,882 +8,513	+11%	+$358K	﹤0.01%	930
2025 Q1	$3.38M	Buy	76,369 +14,495	+23%	+$637K	﹤0.01%	879
2024 Q4	$2.68M	Buy	61,874 +5,171	+9%	+$235K	﹤0.01%	959
2024 Q3	$2.59M	Sell	56,703 -1,624	-3%	-$70.5K	﹤0.01%	935
2024 Q2	$2.35M	Sell	58,327 -4,731	-8%	-$190K	﹤0.01%	923
2024 Q1	$2.57M	Buy	63,058 +224	+0.4%	+$8.74K	﹤0.01%	868
2023 Q4	$2.46M	Sell	62,834 -9,449	-13%	-$339K	﹤0.01%	825
2023 Q3	$2.53M	Sell	72,283 -36,526	-34%	-$1.36M	﹤0.01%	757
2023 Q2	$4.03M	Sell	108,809 -23,073	-17%	-$852K	0.01%	584
2023 Q1	$5.01M	Sell	131,882 -1,281	-1%	-$51.2K	0.01%	513
2022 Q4	$5.27M	Buy	133,163 +59,418	+81%	+$2.32M	0.01%	481
2022 Q3	$2.62M	Sell	73,745 -54,651	-43%	-$2.2M	﹤0.01%	609
2022 Q2	$5.12M	Buy	128,396 +79,686	+164%	+$3.43M	0.01%	441
2022 Q1	$2.14M	Sell	48,710 -13,124	-21%	-$565K	﹤0.01%	695
2021 Q4	$2.6M	Buy	61,834 +13,545	+28%	+$553K	﹤0.01%	610
2021 Q3	$1.89M	Sell	48,289 -6,444	-12%	-$256K	﹤0.01%	705
2021 Q2	$2.19M	Buy	54,733 +10,823	+25%	+$440K	﹤0.01%	643
2021 Q1	$1.69M	Buy	43,910 +1,347	+3%	+$49.1K	﹤0.01%	793
2020 Q4	$1.4M	Buy	42,563 +24,521	+136%	+$757K	﹤0.01%	806
2020 Q3	$494K	Buy	18,042 +4,837	+37%	+$137K	﹤0.01%	1147
2020 Q2	$368K	Sell	13,205 -28,573	-68%	-$781K	﹤0.01%	1193
2020 Q1	$1.03M	Buy	41,778 +79	+0.2%	+$2.75K	﹤0.01%	637
2019 Q4	$1.65M	Buy	41,699 +8,050	+24%	+$310K	﹤0.01%	580
2019 Q3	$1.28M	Buy	33,649 +781	+2%	+$29.2K	﹤0.01%	656
2019 Q2	$1.25M	Buy	32,868 +3,993	+14%	+$151K	﹤0.01%	677
2019 Q1	$1.09M	Buy	28,875 +15,267	+112%	+$563K	﹤0.01%	698
2018 Q4	$464K	Sell	13,608 -58	-0.4%	-$2.12K	﹤0.01%	1005
2018 Q3	$513K	Buy	13,666 +264	+2%	+$10K	﹤0.01%	1062
2018 Q2	$500K	Sell	13,402 -51	-0.4%	-$1.86K	﹤0.01%	1071
2018 Q1	$481K	Buy	13,453 +4,600	+52%	+$169K	﹤0.01%	1110
2017 Q4	$332K	Buy	8,853 +1,388	+19%	+$51.3K	﹤0.01%	1303
2017 Q3	$269K	Sell	7,465 -535	-7%	-$19K	﹤0.01%	1397
2017 Q2	$282K	Hold	8,000	–	–	﹤0.01%	1321
2017 Q1	$282K	Buy	+8,000	New	+$283K	﹤0.01%	1304

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

Creative Planning's SPYD Position: Q1 2026 in Review

Creative Planning reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 5.9% in Q1 2026, selling an estimated $271K and leaving 93,908 shares worth $4.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Creative Planning first reported a position in SPYD in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.27M in Q4 2022. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Creative Planning held 93,908 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $4.27M as of Q1 2026.
Creative Planning sold 5,905 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $271K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1321 holding.
Creative Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2017 and has held it in 37 quarters since.
Creative Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.27M in Q4 2022.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.