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

Principal Securities’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 		$804K Sell
16,862
-1,130
-6% -$53.1K 0.01% 864
2026
Q1 		$819K Buy
17,992
+950
+6% +$43.7K 0.01% 793
2025
Q4 		$737K Sell
17,042
-129
-0.8% -$5.59K 0.01% 794
2025
Q3 		$756K Buy
17,171
+6,147
+56% +$270K 0.01% 757
2025
Q2 		$468K Buy
11,024
+10,201
+1,239% +$429K 0.01% 888
2025
Q1 		$35.6K Hold
823
– – ﹤0.01% 1912
2024
Q4 		$35.6K Buy
823
+164
+25% +$7.44K ﹤0.01% 1908
2024
Q3 		$30.1K Hold
659
– – ﹤0.01% 1921
2024
Q2 		$26.5K Sell
659
-768
-54% -$30.8K ﹤0.01% 1914
2024
Q1 		$58.1K Buy
1,427
+375
+36% +$14.6K ﹤0.01% 1504
2023
Q4 		$41.2K Buy
+1,052
New +$37.8K ﹤0.01% 1573

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's SPYD Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.3% in Q2 2026, selling an estimated $53.1K and leaving 16,862 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #864.

Principal Securities first reported a position in SPYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Principal Securities held 16,862 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $804K as of Q2 2026.
  • Principal Securities sold 1,130 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $53.1K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #864 holding.
  • Principal Securities first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $819K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.