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

LPL 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	$244M	Buy	5,115,210 +451,571	+10%	+$21.2M	0.05%	339
2026 Q1	$212M	Buy	4,663,639 +139,000	+3%	+$6.39M	0.06%	324
2025 Q4	$196M	Buy	4,524,639 +43,656	+1%	+$1.89M	0.05%	330
2025 Q3	$197M	Buy	4,480,983 +53,452	+1%	+$2.34M	0.06%	309
2025 Q2	$188M	Buy	4,427,531 +281,141	+7%	+$11.8M	0.06%	292
2025 Q1	$184M	Buy	4,146,390 +335,924	+9%	+$14.8M	0.07%	260
2024 Q4	$165M	Buy	3,810,466 +155,898	+4%	+$7.07M	0.07%	260
2024 Q3	$167M	Buy	3,654,568 +66,591	+2%	+$2.89M	0.07%	233
2024 Q2	$144M	Buy	3,587,977 +633,701	+21%	+$25.4M	0.07%	238
2024 Q1	$120M	Buy	2,954,276 +265,408	+10%	+$10.4M	0.06%	267
2023 Q4	$105M	Sell	2,688,868 -458,333	-15%	-$16.5M	0.06%	267
2023 Q3	$110M	Sell	3,147,201 -142,082	-4%	-$5.29M	0.08%	231
2023 Q2	$122M	Sell	3,289,283 -305,910	-9%	-$11.3M	0.09%	210
2023 Q1	$137M	Buy	3,595,193 +42,492	+1%	+$1.7M	0.11%	173
2022 Q4	$141M	Buy	3,552,701 +590,298	+20%	+$23.1M	0.12%	167
2022 Q3	$105M	Buy	2,962,403 +339,067	+13%	+$13.7M	0.1%	183
2022 Q2	$105M	Buy	2,623,336 +740,504	+39%	+$31.8M	0.1%	195
2022 Q1	$82.8M	Buy	1,882,832 +291,493	+18%	+$12.6M	0.07%	256
2021 Q4	$66.9M	Buy	1,591,339 +490,323	+45%	+$20M	0.06%	308
2021 Q3	$43.1M	Buy	1,101,016 +79,599	+8%	+$3.17M	0.04%	373
2021 Q2	$40.9M	Buy	1,021,417 +118,575	+13%	+$4.82M	0.04%	376
2021 Q1	$34.8M	Buy	902,842 +233,356	+35%	+$8.5M	0.04%	378
2020 Q4	$22.1M	Buy	669,486 +142,571	+27%	+$4.4M	0.03%	443
2020 Q3	$14.4M	Buy	526,915 +65,582	+14%	+$1.85M	0.02%	501
2020 Q2	$12.8M	Sell	461,333 -112,759	-20%	-$3.08M	0.02%	503
2020 Q1	$14.1M	Buy	574,092 +166,888	+41%	+$5.81M	0.03%	401
2019 Q4	$16.1M	Buy	407,204 +177,909	+78%	+$6.86M	0.03%	417
2019 Q3	$8.71M	Buy	229,295 +22,074	+11%	+$825K	0.02%	580
2019 Q2	$7.88M	Buy	207,221 +39,904	+24%	+$1.51M	0.02%	601
2019 Q1	$6.33M	Buy	167,317 +66,046	+65%	+$2.44M	0.01%	669
2018 Q4	$3.45M	Buy	101,271 +6,115	+6%	+$224K	0.01%	843
2018 Q3	$3.57M	Buy	95,156 +22,334	+31%	+$847K	0.01%	884
2018 Q2	$2.72M	Buy	72,822 +11,863	+19%	+$432K	0.01%	961
2018 Q1	$2.18M	Sell	60,959 -19,839	-25%	-$728K	0.01%	1061
2017 Q4	$3.03M	Sell	80,798 -2,158	-3%	-$79.7K	0.01%	854
2017 Q3	$2.99M	Buy	82,956 +36,463	+78%	+$1.29M	0.01%	804
2017 Q2	$1.64M	Buy	46,493 +18,765	+68%	+$661K	0.01%	1050
2017 Q1	$975K	Sell	27,728 -112,110	-80%	-$3.96M	0.01%	1284
2016 Q4	$4.92M	Buy	+139,838	New	+$4.82M	0.04%	416

Other funds holding SPYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's SPYD Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9.7% in Q2 2026, buying an estimated $21.2M and bringing the position to 5,115,210 shares worth $244M. The position accounts for 0.05% of the portfolio, ranked #339.

LPL Financial first reported a position in SPYD in Q4 2016 and has held it in 39 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

LPL Financial held 5,115,210 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $244M as of Q2 2026.
LPL Financial bought 451,571 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $21.2M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #339 holding.
LPL Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2016 and has held it in 39 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.