NRI
SPYD icon

NFP Retirement Inc’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

NFP Retirement Inc’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 		$361K Buy
7,568
+169
+2% +$7.94K 0.02% 240
2026
Q1 		$337K Buy
7,399
+2,315
+46% +$106K 0.02% 240
2025
Q4 		$220K Buy
+5,084
New +$220K 0.01% 280
2025
Q2 		– Sell
-4,797
Closed -$212K – 304
2025
Q1 		$212K Buy
4,797
+45
+0.9% +$1.98K 0.02% 262
2024
Q4 		$205K Buy
4,752
+60
+1% +$2.72K 0.02% 276
2024
Q3 		$214K Buy
+4,692
New +$204K 0.02% 261
2024
Q1 		– Sell
-7,038
Closed -$276K – 290
2023
Q4 		$276K Buy
7,038
+95
+1% +$3.41K 0.05% 201
2023
Q3 		$243K Buy
6,943
+83
+1% +$3.09K 0.05% 201
2023
Q2 		$254K Buy
6,860
+90
+1% +$3.32K 0.05% 198
2023
Q1 		$257K Sell
6,770
-276
-4% -$11K 0.05% 207
2022
Q4 		$279K Buy
7,046
+95
+1% +$3.72K 0.06% 197
2022
Q3 		$247K Sell
6,951
-2,421
-26% -$97.5K 0.06% 195
2022
Q2 		$374K Sell
9,372
-4,018
-30% -$173K 0.09% 161
2022
Q1 		$589K Sell
13,390
-1,660
-11% -$71.5K 0.14% 120
2021
Q4 		$633K Buy
15,050
+45
+0.3% +$1.84K 0.23% 69
2021
Q3 		$587K Buy
15,005
+147
+1% +$5.85K 0.24% 69
2021
Q2 		$596K Sell
14,858
-181
-1% -$7.36K 0.23% 71
2021
Q1 		$579K Buy
15,039
+250
+2% +$9.11K 0.25% 64
2020
Q4 		$487K Sell
14,789
-10,640
-42% -$329K 0.3% 64
2020
Q3 		$697K Sell
25,429
-2,069
-8% -$58.5K 0.46% 53
2020
Q2 		$766K Sell
27,498
-1,784
-6% -$48.7K 0.56% 46
2020
Q1 		$720K Buy
29,282
+4,256
+17% +$148K 0.7% 37
2019
Q4 		$982K Buy
+25,026
New +$965K 0.91% 35

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NFP Retirement Inc's SPYD Position: Q2 2026 in Review

NFP Retirement Inc increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.3% in Q2 2026, buying an estimated $7.94K and bringing the position to 7,568 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #240.

NFP Retirement Inc first reported a position in SPYD in Q4 2019 and has held it in 23 quarters since. The position peaked at $982K in Q4 2019. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • NFP Retirement Inc held 7,568 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $361K as of Q2 2026.
  • NFP Retirement Inc bought 169 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $7.94K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #240 holding.
  • NFP Retirement Inc first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 23 quarters since.
  • NFP Retirement Inc's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $982K in Q4 2019.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.