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

Independent 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
2026 Q2	$826K	Buy	17,321 +4,124	+31%	+$194K	0.02%	767
2026 Q1	$601K	Sell	13,197 -562	-4%	-$25.8K	0.01%	841
2025 Q4	$595K	Buy	13,759 +521	+4%	+$22.6K	0.01%	816
2025 Q3	$582K	Buy	13,238 +595	+5%	+$26.1K	0.01%	779
2025 Q2	$537K	Sell	12,643 -855	-6%	-$35.9K	0.01%	752
2025 Q1	$597K	Sell	13,498 -1,947	-13%	-$85.6K	0.02%	647
2024 Q4	$668K	Sell	15,445 -8,139	-35%	-$369K	0.02%	605
2024 Q3	$1.08M	Buy	23,584 +14,124	+149%	+$613K	0.04%	422
2024 Q2	$381K	Buy	9,460 +4,440	+88%	+$178K	0.02%	721
2024 Q1	$204K	Buy	+5,020	New	+$196K	0.01%	948

Other funds holding SPYD

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Independent Financial Group's SPYD Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 31% in Q2 2026, buying an estimated $194K and bringing the position to 17,321 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #767.

Independent Financial Group first reported a position in SPYD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q3 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Independent Financial Group held 17,321 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $826K as of Q2 2026.
Independent Financial Group bought 4,124 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $194K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #767 holding.
Independent Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.08M in Q3 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.