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

LifeSteps Financial’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 		$18.3K Buy
+384
New +$18K 0.01% 320
2024
Q2 		– Sell
-384
Closed -$15.6K – 357
2024
Q1 		$15.6K Buy
+384
New +$15K 0.01% 258

Other funds holding SPYD

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CA
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
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

LifeSteps Financial's SPYD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 384 shares worth $18.3K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SPYD as recently as Q1 2024.

LifeSteps Financial first reported a position in SPYD in Q1 2024 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • LifeSteps Financial held 384 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $18.3K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #320 holding.
  • LifeSteps Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 2 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 LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.