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

Curran Financial 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	$29.2M	Buy	611,552 +55,336	+10%	+$2.6M	4.34%	5
2026 Q1	$25.3M	Buy	556,216 +36,573	+7%	+$1.68M	4.53%	4
2025 Q4	$22.5M	Buy	519,643 +34,541	+7%	+$1.5M	4.27%	4
2025 Q3	$21.3M	Buy	485,102 +34,373	+8%	+$1.51M	4.22%	3
2025 Q2	$19.1M	Sell	450,729 -22,133	-5%	-$930K	4.23%	3
2025 Q1	$20.9M	Buy	472,862 +46,533	+11%	+$2.05M	5.14%	3
2024 Q4	$18.4M	Buy	426,329 +30,323	+8%	+$1.38M	4.84%	3
2024 Q3	$18.1M	Buy	396,006 +15,510	+4%	+$674K	5.13%	3
2024 Q2	$15.3M	Buy	380,496 +9,214	+2%	+$370K	5.12%	3
2024 Q1	$15.1M	Buy	371,282 +10,333	+3%	+$403K	5.26%	3
2023 Q4	$13.8M	Buy	360,949 +20,009	+6%	+$719K	5.31%	3
2023 Q3	$12M	Buy	340,940 +18,625	+6%	+$693K	5.21%	3
2023 Q2	$12M	Buy	322,315 +27,407	+9%	+$1.01M	5.19%	3
2023 Q1	$11.2M	Buy	294,908 +36,715	+14%	+$1.47M	5.32%	3
2022 Q4	$10.2M	Buy	258,193 +27,433	+12%	+$1.07M	4.93%	4
2022 Q3	$8.19M	Sell	230,760 -11,208	-5%	-$451K	4.15%	10
2022 Q2	$9.66M	Buy	241,968 +67,134	+38%	+$2.89M	4.56%	9
2022 Q1	$7.68M	Buy	174,834 +56,389	+48%	+$2.43M	3.16%	11
2021 Q4	$4.98M	Buy	118,445 +45,740	+63%	+$1.87M	2.11%	15
2021 Q3	$2.85M	Buy	72,705 +31,432	+76%	+$1.25M	1.46%	21
2021 Q2	$1.66M	Buy	+41,273	New	+$1.68M	0.91%	30

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 22.96% 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

Curran Financial Partners's SPYD Position: Q2 2026 in Review

Curran Financial Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9.9% in Q2 2026, buying an estimated $2.6M and bringing the position to 611,552 shares worth $29.2M. The position accounts for 4.34% of the portfolio, ranked #5.

Curran Financial Partners first reported a position in SPYD in Q2 2021 and has held it in 21 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Curran Financial Partners held 611,552 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $29.2M as of Q2 2026.
Curran Financial Partners bought 55,336 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.6M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 4.34% of Curran Financial Partners's portfolio in Q2 2026, its #5 holding.
Curran Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 21 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 Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.