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

Econ 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	$2.8M	Buy	+61,562	New	+$2.83M	1.3%	31
2023 Q3	–	Sell	-51,330	Closed	-$1.9M	–	101
2023 Q2	$1.9M	Buy	51,330 +8,860	+21%	+$327K	1.34%	32
2023 Q1	$1.61M	Buy	+42,470	New	+$1.7M	1.22%	34
2022 Q1	–	Sell	-99,123	Closed	-$4.17M	–	194
2021 Q4	$4.17M	Buy	+99,123	New	+$4.04M	3.07%	8

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

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

Econ Financial Services opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 61,562 shares worth $2.8M. The stake represents 1.3% of the portfolio and ranks #31 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in SPYD as recently as Q2 2023.

Econ Financial Services first reported a position in SPYD in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.17M in Q4 2021. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Econ Financial Services held 61,562 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.8M as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Econ Financial Services position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.3% of Econ Financial Services's portfolio in Q1 2026, its #31 holding.
Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 4 quarters since.
Econ Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.17M in Q4 2021.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.