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Journey Retirement Planning & Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-5,176
Closed -$224K – 226
2025
Q4 		$224K Buy
+5,176
New +$224K 0.05% 237

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPYD Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 5,176 shares — an estimated $224K sold.

Journey Retirement Planning & Investment Management first reported a position in SPYD in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 500 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 5,176 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $224K.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $224K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.