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

Sandbox 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	$307K	Hold	6,747	–	–	0.09%	91
2025 Q4	$292K	Hold	6,747	–	–	0.08%	95
2025 Q3	$297K	Hold	6,747	–	–	0.09%	95
2025 Q2	$286K	Hold	6,747	–	–	0.09%	93
2025 Q1	$299K	Hold	6,747	–	–	0.11%	90
2024 Q4	$292K	Hold	6,747	–	–	0.1%	88
2024 Q3	$308K	Hold	6,747	–	–	0.11%	81
2024 Q2	$271K	Hold	6,747	–	–	0.1%	82
2024 Q1	$275K	Hold	6,747	–	–	0.12%	82
2023 Q4	$264K	Buy	+6,747	New	+$242K	0.12%	73

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

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

Sandbox Financial Partners held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 6,747 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #91.

Sandbox Financial Partners first reported a position in SPYD in Q4 2023 and has held it in 10 quarters since. The position peaked at $308K in Q3 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Sandbox Financial Partners held 6,747 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $307K as of Q1 2026.
Sandbox Financial Partners left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Sandbox Financial Partners's portfolio in Q1 2026, its #91 holding.
Sandbox Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
Sandbox Financial Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $308K in Q3 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.