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

Key Financial 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	$9.54K	Hold	200	–	–	﹤0.01%	883
2026 Q1	$9.1K	Hold	200	–	–	﹤0.01%	903
2025 Q4	$8.65K	Hold	200	–	–	﹤0.01%	920
2025 Q3	$8.84K	Hold	200	–	–	﹤0.01%	910
2025 Q2	$8.49K	Hold	200	–	–	﹤0.01%	901
2025 Q1	$8.85K	Hold	200	–	–	﹤0.01%	843
2024 Q4	$8.65K	Hold	200	–	–	﹤0.01%	843
2024 Q3	$9.13K	Hold	200	–	–	﹤0.01%	822
2024 Q2	$8.05K	Hold	200	–	–	﹤0.01%	834
2024 Q1	$8.14K	Hold	200	–	–	﹤0.01%	810
2023 Q4	$7.84K	Hold	200	–	–	﹤0.01%	802
2023 Q3	$7.01K	Hold	200	–	–	﹤0.01%	815
2023 Q2	$7.42K	Hold	200	–	–	﹤0.01%	808
2023 Q1	$7.6K	Hold	200	–	–	﹤0.01%	736
2022 Q4	$7.09K	Hold	200	–	–	﹤0.01%	712
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	733
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	699
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	671
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	638
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	634
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	623
2021 Q1	$8K	Buy	+200	New	+$7.29K	0.01%	533

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

Key Financial Inc's SPYD Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 200 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Key Financial Inc first reported a position in SPYD in Q1 2021 and has held it in 22 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Key Financial Inc held 200 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $9.54K as of Q2 2026.
Key Financial Inc 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 ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #883 holding.
Key Financial Inc first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.