Keystone Financial Planning
SPYD icon

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

Keystone Financial Planning’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
Q3 		$10M Buy
219,348
+21,918
+11% +$1.07M 2.46% 9
2026
Q2 		$9.42M Buy
197,430
+1,111
+0.6% +$52.2K 2.43% 12
2026
Q1 		$8.94M Buy
196,319
+4,259
+2% +$196K 2.39% 9
2025
Q4 		$8.31M Sell
192,060
-1,204
-0.6% -$52.1K 2.41% 11
2025
Q3 		$8.5M Sell
193,264
-3,672
-2% -$161K 2.47% 9
2025
Q2 		$8.36M Buy
196,936
+384
+0.2% +$16.1K 2.53% 7
2025
Q1 		$8.7M Buy
196,552
+2,230
+1% +$98K 2.59% 8
2024
Q4 		$8.4M Buy
194,322
+2,504
+1% +$114K 2.61% 6
2024
Q3 		$8.76M Buy
191,818
+622
+0.3% +$27K 2.65% 5
2024
Q2 		$7.69M Buy
191,196
+1,188
+0.6% +$47.7K 2.55% 5
2024
Q1 		$7.74M Sell
190,008
-3,211
-2% -$125K 2.51% 7
2023
Q4 		$7.57M Buy
193,219
+6,445
+3% +$231K 2.5% 8
2023
Q3 		$6.55M Buy
186,774
+470
+0.3% +$17.5K 2.29% 12
2023
Q2 		$6.91M Buy
186,304
+9,236
+5% +$341K 2.31% 13
2023
Q1 		$6.73M Buy
177,068
+3,836
+2% +$153K 2.29% 16
2022
Q4 		$6.86M Buy
173,232
+2,141
+1% +$83.7K 2.31% 16
2022
Q3 		$6.07M Buy
171,091
+10,893
+7% +$439K 2.33% 17
2022
Q2 		$6.39M Buy
160,198
+1,699
+1% +$73.1K 2.25% 20
2022
Q1 		$6.97M Buy
+158,499
New +$6.83M 2.33% 18

Other funds holding SPYD

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
First Hawaiian Bank
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Keystone Financial Planning's SPYD Position: Q3 2026 in Review

Keystone Financial Planning increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 11% in Q3 2026, buying an estimated $1.07M and bringing the position to 219,348 shares worth $10M. The position accounts for 2.46% of the portfolio, ranked #9.

Keystone Financial Planning first reported a position in SPYD in Q1 2022 and has held it in 19 quarters since. 205 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

  • Keystone Financial Planning held 219,348 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $10M as of Q3 2026.
  • Keystone Financial Planning bought 21,918 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $1.07M.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 2.46% of Keystone Financial Planning's portfolio in Q3 2026, its #9 holding.
  • Keystone Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 19 quarters since.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.