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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
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% +$1.31K 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
LPL Financial San Diego, California $377B AUM 19.32% 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 $11.8B AUM 9.48% 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 $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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 $374B AUM 17.66% 1-Year Est. Return

Larson Financial Group's SPYD Position: Q1 2026 in Review

Larson Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 12% in Q1 2026, buying an estimated $49.4K and bringing the position to 10,011 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #504.

Larson Financial Group first reported a position in SPYD in Q3 2019 and has held it in 26 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Larson Financial Group held 10,011 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $456K as of Q1 2026.
  • Larson Financial Group bought 1,075 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $49.4K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #504 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 26 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.