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 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

AOI

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

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Keystone Financial Planning's SPYD Position: Q2 2026 in Review

Keystone Financial Planning increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.57% in Q2 2026, buying an estimated $52.2K and bringing the position to 197,430 shares worth $9.42M. The position accounts for 2.43% of the portfolio, ranked #12.

Keystone Financial Planning first reported a position in SPYD in Q1 2022 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Keystone Financial Planning held 197,430 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $9.42M as of Q2 2026.
Keystone Financial Planning bought 1,111 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $52.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 2.43% of Keystone Financial Planning's portfolio in Q2 2026, its #12 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 18 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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