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 Q2	$3.02M	Buy	63,286 +1,724	+3%	+$81K	1.41%	28
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 $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

Econ Financial Services's SPYD Position: Q2 2026 in Review

Econ Financial Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.8% in Q2 2026, buying an estimated $81K and bringing the position to 63,286 shares worth $3.02M. The position accounts for 1.41% of the portfolio, ranked #28.

Econ Financial Services first reported a position in SPYD in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.17M in Q4 2021. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Econ Financial Services held 63,286 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.02M as of Q2 2026.
Econ Financial Services bought 1,724 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $81K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.41% of Econ Financial Services's portfolio in Q2 2026, its #28 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 5 quarters since.
Econ Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.17M in Q4 2021.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.