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

Downshift Financial’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	$126K	Buy	+2,634	New	+$124K	0.06%	97

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

Downshift Financial's SPYD Position: Q2 2026 in Review

Downshift Financial opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 2,634 shares worth $126K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

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

Downshift Financial held 2,634 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $126K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Downshift Financial position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Downshift Financial's portfolio in Q2 2026, its #97 holding.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.