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

Greenberg Financial 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
2025 Q4	$2.58M	Buy	+59,759	New	+$2.59M	1.06%	17
2025 Q2	$2.99M	Buy	62,744 +750	+1%	+$31.5K	1.11%	17
2025 Q1	$2.82M	Buy	+61,994	New	+$2.73M	1.16%	17

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Greenberg Financial Group's SPYD Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025: 59,759 shares worth $2.58M. The stake represents 1.06% of the portfolio and ranks #17 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in SPYD as recently as Q2 2025.

Greenberg Financial Group first reported a position in SPYD in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.99M in Q2 2025. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Greenberg Financial Group held 59,759 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.58M as of Q4 2025.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Greenberg Financial Group position in Q4 2025.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.06% of Greenberg Financial Group's portfolio in Q4 2025, its #17 holding.
Greenberg Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.99M in Q2 2025.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.