Focus Partners Wealth
SPYD icon

Focus Partners Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Focus Partners Wealth’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 		$15.3M Sell
320,224
-379
-0.1% -$17.8K 0.02% 582
2026
Q1 		$14.6M Buy
320,603
+17,425
+6% +$801K 0.02% 593
2025
Q4 		$13.1M Sell
303,178
-2,371
-0.8% -$103K 0.01% 611
2025
Q3 		$13.4M Buy
305,549
+5,924
+2% +$260K 0.02% 483
2025
Q2 		$12.7M Buy
299,625
+17,729
+6% +$745K 0.03% 455
2025
Q1 		$12.5M Sell
281,896
-778
-0.3% -$34.2K 0.03% 428
2024
Q4 		$12.2M Buy
282,674
+273,010
+2,825% +$12.4M 0.03% 418
2024
Q3 		$441K Sell
9,664
-262,407
-96% -$11.4M ﹤0.01% 1191
2024
Q2 		$10.9M Buy
+272,071
New +$10.9M 0.04% 368

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth's SPYD Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.12% in Q2 2026, selling an estimated $17.8K and leaving 320,224 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #582.

Focus Partners Wealth first reported a position in SPYD in Q2 2024 and has held it in 9 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Focus Partners Wealth held 320,224 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $15.3M as of Q2 2026.
  • Focus Partners Wealth sold 379 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $17.8K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #582 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 9 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.