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

Plan Group 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
2025
Q4 		– Sell
-8,702
Closed -$383K – 216
2025
Q3 		$383K Buy
8,702
+602
+7% +$26.4K 0.1% 129
2025
Q2 		$344K Sell
8,100
-2,500
-24% -$105K 0.11% 122
2025
Q1 		$469K Buy
+10,600
New +$466K 0.17% 102

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plan Group Financial's SPYD Position: Q4 2025 in Review

Plan Group Financial sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 8,702 shares — an estimated $383K sold.

Plan Group Financial first reported a position in SPYD in Q1 2025 and held it in 3 quarters. The position peaked at $469K in Q1 2025. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • Plan Group Financial reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Plan Group Financial sold 8,702 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $383K.
  • Plan Group Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and held it in 3 quarters.
  • Plan Group Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $469K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.