FGG
SPYD icon

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

Financial Guidance 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
Q2 		$530K Hold
11,106
– – 0.2% 59
2026
Q1 		$506K Buy
11,106
+1,519
+16% +$69.8K 0.2% 59
2025
Q4 		$415K Buy
+9,587
New +$415K 0.17% 64

Other funds holding SPYD

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Financial Guidance Group's SPYD Position: Q2 2026 in Review

Financial Guidance Group held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 11,106 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #59.

Financial Guidance Group first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Financial Guidance Group held 11,106 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $530K as of Q2 2026.
  • Financial Guidance Group left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.2% of Financial Guidance Group's portfolio in Q2 2026, its #59 holding.
  • Financial Guidance Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.