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

Financial Gravity Companies’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	$15.2M	Buy	+318,591	New	+$15M	2.47%	12
2025 Q2	$12M	Buy	+282,168	New	+$11.9M	2.35%	13
2024 Q4	$10.4M	Buy	240,917 +15,612	+7%	+$708K	2.38%	12
2024 Q3	$10.3M	Buy	+225,305	New	+$9.78M	2.75%	13

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 Gravity Companies's SPYD Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 318,591 shares worth $15.2M. The stake represents 2.47% of the portfolio and ranks #12 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYD as recently as Q2 2025.

Financial Gravity Companies first reported a position in SPYD in Q3 2024 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Financial Gravity Companies held 318,591 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $15.2M as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Financial Gravity Companies position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 2.47% of Financial Gravity Companies's portfolio in Q2 2026, its #12 holding.
Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 4 quarters since.
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 Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.