&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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners's SPYD Position: Q1 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 68% in Q1 2026, buying an estimated $416K and bringing the position to 22,301 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1289.

&Partners first reported a position in SPYD in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q1 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

&Partners held 22,301 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.01M as of Q1 2026.
&Partners bought 9,063 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $416K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1289 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 8 quarters since.
&Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.19M in Q1 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.