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

Howard Financial Services’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	$534K	Hold	11,194	–	–	0.05%	144
2026 Q1	$510K	Hold	11,194	–	–	0.06%	131
2025 Q4	$484K	Hold	11,194	–	–	0.06%	118
2025 Q3	$493K	Buy	11,194 +124	+1%	+$5.44K	0.06%	111
2025 Q2	$470K	Buy	11,070 +119	+1%	+$5K	0.06%	107
2025 Q1	$485K	Buy	10,951 +103	+0.9%	+$4.53K	0.07%	103
2024 Q4	$469K	Buy	10,848 +138	+1%	+$6.26K	0.06%	106
2024 Q3	$489K	Buy	10,710 +8	+0.1%	+$347	0.07%	92
2024 Q2	$431K	Hold	10,702	–	–	0.07%	94
2024 Q1	$436K	Hold	10,702	–	–	0.08%	97
2023 Q4	$419K	Buy	10,702 +145	+1%	+$5.21K	0.08%	94
2023 Q3	$370K	Buy	10,557 +127	+1%	+$4.73K	0.08%	98
2023 Q2	$387K	Buy	10,430 +133	+1%	+$4.91K	0.09%	92
2023 Q1	$391K	Buy	10,297 +107	+1%	+$4.28K	0.1%	90
2022 Q4	$403K	Buy	10,190 +129	+1%	+$5.05K	0.11%	85
2022 Q3	$357K	Buy	10,061 +107	+1%	+$4.31K	0.12%	81
2022 Q2	$397K	Buy	9,954 +101	+1%	+$4.34K	0.13%	71
2022 Q1	$433K	Buy	9,853 +147	+2%	+$6.33K	0.13%	69
2021 Q4	$408K	Buy	9,706 +30	+0.3%	+$1.22K	0.12%	70
2021 Q3	$379K	Buy	9,676 +95	+1%	+$3.78K	0.14%	73
2021 Q2	$384K	Buy	9,581 +94	+1%	+$3.82K	0.15%	75
2021 Q1	$365K	Buy	9,487 +156	+2%	+$5.68K	0.16%	74
2020 Q4	$307K	Buy	9,331 +170	+2%	+$5.25K	0.16%	78
2020 Q3	$251K	Buy	9,161 +88	+1%	+$2.49K	0.16%	73
2020 Q2	$253K	Sell	9,073 -2,181	-19%	-$59.6K	0.18%	69
2020 Q1	$277K	Buy	11,254 +174	+2%	+$6.06K	0.25%	54
2019 Q4	$437K	Hold	11,080	–	–	0.27%	56
2019 Q3	$421K	Hold	11,080	–	–	0.28%	55
2019 Q2	$421K	Hold	11,080	–	–	0.29%	54
2019 Q1	$419K	Hold	11,080	–	–	0.3%	53
2018 Q4	$377K	Buy	+11,080	New	+$405K	0.29%	59

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Howard Financial Services's SPYD Position: Q2 2026 in Review

Howard Financial Services held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 11,194 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #144.

Howard Financial Services first reported a position in SPYD in Q4 2018 and has held it in 31 quarters since. 182 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Howard Financial Services held 11,194 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $534K as of Q2 2026.
Howard Financial Services 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 0.05% of Howard Financial Services's portfolio in Q2 2026, its #144 holding.
Howard Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 31 quarters since.
182 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.