Security National Bank’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Security National Bank’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	$379K	Hold	7,950	–	–	0.05%	123
2026 Q1	$362K	Hold	7,950	–	–	0.05%	117
2025 Q4	$344K	Sell	7,950 -1,809	-19%	-$78.3K	0.05%	113
2025 Q3	$429K	Hold	9,759	–	–	0.07%	101
2025 Q2	$414K	Hold	9,759	–	–	0.07%	94
2025 Q1	$432K	Hold	9,759	–	–	0.08%	90
2024 Q4	$422K	Hold	9,759	–	–	0.06%	83
2024 Q3	$445K	Hold	9,759	–	–	0.06%	86
2024 Q2	$393K	Hold	9,759	–	–	0.06%	88
2024 Q1	$397K	Hold	9,759	–	–	0.06%	88
2023 Q4	$382K	Hold	9,759	–	–	0.09%	86
2023 Q3	$341K	Buy	9,759 +2,074	+27%	+$77.2K	0.1%	82
2023 Q2	$285K	Buy	7,685 +1,149	+18%	+$42.4K	0.07%	91
2023 Q1	$248K	Buy	6,536 +1,012	+18%	+$40.4K	0.07%	89
2022 Q4	$219K	Buy	+5,524	New	+$216K	0.06%	97

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

Security National Bank's SPYD Position: Q2 2026 in Review

Security National Bank held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 7,950 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #123.

Security National Bank first reported a position in SPYD in Q4 2022 and has held it in 15 quarters since. The position peaked at $445K in Q3 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Security National Bank held 7,950 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $379K as of Q2 2026.
Security National Bank left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Security National Bank's portfolio in Q2 2026, its #123 holding.
Security National Bank first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Security National Bank's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $445K in Q3 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.