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

&Partners’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	$1.23M	Buy	25,687 +3,386	+15%	+$159K	0.01%	1287
2026 Q1	$1.01M	Buy	22,301 +9,063	+68%	+$416K	0.01%	1289
2025 Q4	$573K	Sell	13,238 -8,012	-38%	-$347K	﹤0.01%	1535
2025 Q3	$935K	Sell	21,250 -50,376	-70%	-$2.21M	0.01%	1124
2025 Q2	$2.04M	Sell	71,626 -1,276	-2%	-$53.6K	0.02%	662
2025 Q1	$3.19M	Buy	72,902 +7,508	+11%	+$330K	0.03%	403
2024 Q4	$2.84M	Buy	65,394 +1,495	+2%	+$67.8K	0.03%	392
2024 Q3	$2.92M	Buy	63,899 +6,304	+11%	+$274K	0.06%	290
2024 Q2	$2.32M	Buy	+57,595	New	+$2.31M	0.1%	196

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&Partners's SPYD Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 15% in Q2 2026, buying an estimated $159K and bringing the position to 25,687 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1287.

&Partners first reported a position in SPYD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.19M in Q1 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

&Partners held 25,687 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.23M as of Q2 2026.
&Partners bought 3,386 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $159K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1287 holding.
&Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.19M in Q1 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.