Principle Wealth Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Principle Wealth 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	$434K	Buy	9,527 +212	+2%	+$9.74K	0.02%	260
2025 Q4	$403K	Sell	9,315 -11,350	-55%	-$492K	0.02%	273
2025 Q3	$909K	Hold	20,665	–	–	0.05%	175
2025 Q2	$877K	Buy	20,665 +6,150	+42%	+$258K	0.05%	172
2025 Q1	$642K	Buy	+14,515	New	+$638K	0.05%	198
2023 Q3	–	Sell	-10,661	Closed	-$395K	–	332
2023 Q2	$395K	Sell	10,661 -4,323	-29%	-$160K	0.04%	226
2023 Q1	$569K	Sell	14,984 -2,433	-14%	-$97.2K	0.06%	178
2022 Q4	$689K	Sell	17,417 -1,417	-8%	-$55.4K	0.08%	162
2022 Q3	$668	Sell	18,834 -671	-3%	-$27K	0.06%	158
2022 Q2	$778K	Sell	19,505 -1,429	-7%	-$61.5K	0.09%	156
2022 Q1	$920K	Buy	20,934 +5,038	+32%	+$217K	0.1%	147
2021 Q4	$668K	Buy	15,896 +2,710	+21%	+$111K	0.07%	175
2021 Q3	$516K	Buy	+13,186	New	+$525K	0.06%	192

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

Principle Wealth Partners's SPYD Position: Q1 2026 in Review

Principle Wealth Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.3% in Q1 2026, buying an estimated $9.74K and bringing the position to 9,527 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #260.

Principle Wealth Partners first reported a position in SPYD in Q3 2021 and has held it in 13 quarters since. The position peaked at $920K in Q1 2022. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Principle Wealth Partners held 9,527 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $434K as of Q1 2026.
Principle Wealth Partners bought 212 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $9.74K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #260 holding.
Principle Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 13 quarters since.
Principle Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $920K in Q1 2022.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.