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 Q3	$2.81K	Buy	+62	New	+$3.04K	﹤0.01%	2479
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Root Financial Partners's SPYD Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2026: 62 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPYD as recently as Q1 2026.

Root Financial Partners first reported a position in SPYD in Q3 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Root Financial Partners held 62 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.81K as of Q3 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2479 holding.
Root Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.