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
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 $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 $3.65B AUM 41.88% 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

Focus Partners Wealth's SPYD Position: Q1 2026 in Review

Focus Partners Wealth increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 5.7% in Q1 2026, buying an estimated $801K and bringing the position to 320,603 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #593.

Focus Partners Wealth first reported a position in SPYD in Q2 2024 and has held it in 8 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Focus Partners Wealth held 320,603 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $14.6M as of Q1 2026.
  • Focus Partners Wealth bought 17,425 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $801K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #593 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 8 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.