Retirement Planning Company of New England’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Retirement Planning Company of New England’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	-4,659	Closed	-$205K	–	252
2025 Q3	$205K	Buy	+4,659	New	+$204K	0.08%	238
2025 Q2	–	Sell	-4,682	Closed	-$207K	–	242
2025 Q1	$207K	Sell	4,682 -198	-4%	-$8.7K	0.1%	220
2024 Q4	$211K	Buy	4,880 +44	+0.9%	+$2K	0.1%	218
2024 Q3	$221K	Buy	+4,836	New	+$210K	0.11%	204
2024 Q2	–	Sell	-5,751	Closed	-$234K	–	223
2024 Q1	$234K	Buy	5,751 +42	+0.7%	+$1.64K	0.13%	194
2023 Q4	$224K	Buy	+5,709	New	+$205K	0.1%	203
2023 Q3	–	Sell	-5,529	Closed	-$205K	–	229
2023 Q2	$205K	Buy	5,529 +63	+1%	+$2.33K	0.12%	208
2023 Q1	$208K	Buy	+5,466	New	+$218K	0.13%	203
2022 Q1	–	Sell	-1,653	Closed	-$69K	–	781
2021 Q4	$69K	Buy	+1,653	New	+$67.4K	0.03%	359

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 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 $530B AUM 22.01% 1-Year Est. Return

Retirement Planning Company of New England's SPYD Position: Q4 2025 in Review

Retirement Planning Company of New England sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 4,659 shares — an estimated $205K sold.

Retirement Planning Company of New England first reported a position in SPYD in Q4 2021 and held it in 9 quarters. The position peaked at $234K in Q1 2024. 474 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Retirement Planning Company of New England reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Retirement Planning Company of New England sold 4,659 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $205K.
Retirement Planning Company of New England first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 9 quarters.
Retirement Planning Company of New England's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $234K in Q1 2024.
474 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Retirement Planning Company of New England's 13F filing for Q4 2025, filed 28 Jan 2026.