BFC Planning, Inc.’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

BFC Planning, Inc.’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	$669K	Buy	14,031 +4,616	+49%	+$217K	0.03%	508
2026 Q1	$429K	Sell	9,415 -25	-0.3%	-$1.15K	0.02%	619
2025 Q4	$408K	Sell	9,440 -1,652	-15%	-$71.5K	0.02%	613
2025 Q3	$488K	Sell	11,092 -245	-2%	-$10.7K	0.04%	393
2025 Q2	$481K	Sell	11,337 -1,152	-9%	-$48.4K	0.04%	371
2025 Q1	$553K	Sell	12,489 -7	-0.1%	-$308	0.05%	317
2024 Q4	$540K	Buy	+12,496	New	+$567K	0.04%	314

Other funds holding SPYD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GFS Advisors Houston, Texas $933M AUM 29.26% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s SPYD Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 49% in Q2 2026, buying an estimated $217K and bringing the position to 14,031 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #508.

BFC Planning, Inc. first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

BFC Planning, Inc. held 14,031 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $669K as of Q2 2026.
BFC Planning, Inc. bought 4,616 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $217K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #508 holding.
BFC Planning, Inc. first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.