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

Financial Freedom LLC’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	–	Sell	-44	Closed	-$2.02K	–	347
2026 Q1	$2.02K	Hold	44	–	–	﹤0.01%	395
2025 Q4	$1.9K	Buy	44 +1	+2%	+$43	﹤0.01%	318
2025 Q3	$1.91K	Hold	43	–	–	﹤0.01%	336
2025 Q2	$1.82K	Buy	43 +1	+2%	+$42	﹤0.01%	330
2025 Q1	$1.88K	Hold	42	–	–	﹤0.01%	342
2024 Q4	$1.82K	Hold	42	–	–	﹤0.01%	340
2024 Q3	$1.9K	Buy	42 +1	+2%	+$43	﹤0.01%	334
2024 Q2	$1.65K	Hold	41	–	–	﹤0.01%	344
2024 Q1	$1.65K	Buy	41 +1	+3%	+$39	﹤0.01%	336
2023 Q4	$1.58K	Buy	+40	New	+$1.44K	﹤0.01%	337

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

Financial Freedom LLC's SPYD Position: Q2 2026 in Review

Financial Freedom LLC sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 44 shares — an estimated $2.02K sold.

Financial Freedom LLC first reported a position in SPYD in Q4 2023 and held it in 10 quarters. The position peaked at $2.02K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Financial Freedom LLC reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 44 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.02K.
Financial Freedom LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 10 quarters.
Financial Freedom LLC's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.02K in Q1 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.