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 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 $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 $4.4B AUM 74.25% 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

Root Financial Partners's SPYD Position: Q1 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 26 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #2537 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPYD as recently as Q3 2025.

Root Financial Partners first reported a position in SPYD in Q3 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Root Financial Partners held 26 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.18K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Root Financial Partners position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2537 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 2 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.