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

Larson 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 Q3	$458K	Buy	10,097 +43	+0.4%	+$2.11K	0.01%	628
2026 Q2	$480K	Buy	10,054 +43	+0.4%	+$2.02K	0.01%	570
2026 Q1	$456K	Buy	10,011 +1,075	+12%	+$49.4K	0.01%	504
2025 Q4	$386K	Buy	8,936 +34	+0.4%	+$1.47K	0.01%	535
2025 Q3	$392K	Buy	8,902 +30	+0.3%	+$1.32K	0.01%	529
2025 Q2	$377K	Sell	8,872 -165	-2%	-$6.93K	0.02%	509
2025 Q1	$400K	Buy	9,037 +22	+0.2%	+$967	0.02%	455
2024 Q4	$390K	Buy	9,015 +3,823	+74%	+$173K	0.02%	415
2024 Q3	$237K	Sell	5,192 -44	-0.8%	-$1.91K	0.01%	526
2024 Q2	$211K	Buy	5,236 +5,023	+2,358%	+$201K	0.01%	454
2024 Q1	$8.67K	Sell	213 -9	-4%	-$351	﹤0.01%	1080
2023 Q4	$8.7K	Sell	222 -79	-26%	-$2.84K	﹤0.01%	1053
2023 Q3	$10.6K	Hold	301	–	–	﹤0.01%	978
2023 Q2	$11.2K	Sell	301 -410	-58%	-$15.1K	﹤0.01%	900
2023 Q1	$27K	Buy	711 +396	+126%	+$15.8K	﹤0.01%	670
2022 Q4	$12.5K	Sell	315 -168	-35%	-$6.57K	﹤0.01%	797
2022 Q3	$17K	Buy	483 +338	+233%	+$13.6K	﹤0.01%	668
2022 Q2	$6K	Hold	145	–	–	﹤0.01%	842
2022 Q1	$6K	Hold	145	–	–	﹤0.01%	773
2021 Q4	$6K	Buy	145 +70	+93%	+$2.86K	﹤0.01%	784
2021 Q3	$3K	Hold	75	–	–	﹤0.01%	754
2021 Q2	$3K	Hold	75	–	–	﹤0.01%	701
2021 Q1	$3K	Hold	75	–	–	﹤0.01%	682
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	655
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	616
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	574
2020 Q1	$2K	Buy	+75	New	+$2.61K	﹤0.01%	444
2019 Q4	–	Sell	-100	Closed	-$4K	–	657
2019 Q3	$4K	Buy	+100	New	+$3.74K	﹤0.01%	389

Other funds holding SPYD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Larson Financial Group's SPYD Position: Q3 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.43% in Q3 2026, buying an estimated $2.11K and bringing the position to 10,097 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #628.

Larson Financial Group first reported a position in SPYD in Q3 2019 and has held it in 28 quarters since. The position peaked at $480K in Q2 2026. 314 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Larson Financial Group held 10,097 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $458K as of Q3 2026.
Larson Financial Group bought 43 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $2.11K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #628 holding.
Larson Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 28 quarters since.
Larson Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $480K in Q2 2026.
314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.