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

Erickson Financial Group’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 		$418K Buy
9,184
+50
+0.5% +$2.3K 0.26% 19
2025
Q4 		$395K Buy
9,134
+174
+2% +$7.54K 0.24% 19
2025
Q3 		$394K Buy
8,960
+212
+2% +$9.29K 0.25% 19
2025
Q2 		$371K Sell
8,748
-158
-2% -$6.64K 0.25% 18
2025
Q1 		$394K Buy
8,906
+223
+3% +$9.8K 0.29% 18
2024
Q4 		$375K Sell
8,683
-1,076
-11% -$48.8K 0.27% 18
2024
Q3 		$445K Sell
9,759
-134,566
-93% -$5.84M 0.32% 18
2024
Q2 		$5.81M Sell
144,325
-3,856
-3% -$155K 4.43% 9
2024
Q1 		$6.03M Sell
148,181
-6,608
-4% -$258K 4.73% 9
2023
Q4 		$6.07M Buy
154,789
+798
+0.5% +$28.7K 5.04% 9
2023
Q3 		$5.4M Buy
153,991
+3,744
+2% +$139K 5.05% 9
2023
Q2 		$5.57M Buy
150,247
+26,008
+21% +$960K 5.05% 9
2023
Q1 		$4.72M Buy
124,239
+3,590
+3% +$143K 4.68% 9
2022
Q4 		$4.78M Buy
120,649
+61,978
+106% +$2.42M 5.17% 9
2022
Q3 		$2.08M Buy
58,671
+3,907
+7% +$157K 2.31% 11
2022
Q2 		$2.19M Buy
54,764
+972
+2% +$41.8K 2.34% 11
2022
Q1 		$2.36M Sell
53,792
-46,316
-46% -$2M 2.13% 11
2021
Q4 		$4.21M Buy
+100,108
New +$4.08M 3.63% 11

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Erickson Financial Group's SPYD Position: Q1 2026 in Review

Erickson Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.55% in Q1 2026, buying an estimated $2.3K and bringing the position to 9,184 shares worth $418K. The position accounts for 0.26% of the portfolio, ranked #19.

Erickson Financial Group first reported a position in SPYD in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.07M in Q4 2023. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Erickson Financial Group held 9,184 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $418K as of Q1 2026.
  • Erickson Financial Group bought 50 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $2.3K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.26% of Erickson Financial Group's portfolio in Q1 2026, its #19 holding.
  • Erickson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 18 quarters since.
  • Erickson Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.07M in Q4 2023.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.