Plante Moran Financial Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Plante Moran Financial Advisors’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	$11.4K	Buy	+239	New	+$11.2K	﹤0.01%	546
2023 Q1	–	Sell	-500	Closed	-$19.8K	–	895
2022 Q4	$19.8K	Sell	500 -1	-0.2%	-$39	﹤0.01%	463
2022 Q3	$18K	Buy	501 +1	+0.2%	+$40	﹤0.01%	488
2022 Q2	$20K	Hold	500	–	–	﹤0.01%	469
2022 Q1	$22K	Sell	500 -1,200	-71%	-$51.7K	﹤0.01%	482
2021 Q4	$71K	Hold	1,700	–	–	0.01%	300
2021 Q3	$67K	Sell	1,700 -475	-22%	-$18.9K	0.01%	328
2021 Q2	$87K	Hold	2,175	–	–	0.02%	273
2021 Q1	$84K	Sell	2,175 -2,250	-51%	-$82K	0.02%	275
2020 Q4	$146K	Buy	+4,425	New	+$137K	0.05%	206

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 22.9% 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

Plante Moran Financial Advisors's SPYD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 239 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SPYD as recently as Q4 2022.

Plante Moran Financial Advisors first reported a position in SPYD in Q4 2020 and has held it in 10 quarters since. The position peaked at $146K in Q4 2020. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Plante Moran Financial Advisors held 239 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $11.4K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Plante Moran Financial Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #546 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 10 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $146K in Q4 2020.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.