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

Planning Strategies’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	$1.62K	Buy	+34	New	+$1.6K	﹤0.01%	647

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 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

Planning Strategies's SPYD Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 34 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

497 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Planning Strategies held 34 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.62K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Planning Strategies position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #647 holding.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.