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

Root Financial 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 Q2	–	Sell	-26	Closed	-$1.18K	–	2797
2026 Q1	$1.18K	Buy	+26	New	+$1.2K	﹤0.01%	2537
2025 Q4	–	Sell	-1	Closed	-$51	–	2521
2025 Q3	$51	Buy	+1	New	+$44	﹤0.01%	2269

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 22.96% 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

Root Financial Partners's SPYD Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 26 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in SPYD in Q3 2025 and held it in 2 quarters. The position peaked at $1.18K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 26 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.18K.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and held it in 2 quarters.
Root Financial Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.18K 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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.