SimpliFi Inc’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

SimpliFi Inc’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	$490K	Buy	10,280 +116	+1%	+$5.45K	0.19%	29
2026 Q1	$463K	Buy	10,164 +101	+1%	+$4.64K	0.19%	27
2025 Q4	$435K	Buy	10,063 +126	+1%	+$5.46K	0.18%	28
2025 Q3	$437K	Buy	9,937 +110	+1%	+$4.82K	0.19%	30
2025 Q2	$417K	Buy	9,827 +115	+1%	+$4.83K	0.18%	36
2025 Q1	$430K	Buy	9,712 +92	+1%	+$4.04K	0.2%	32
2024 Q4	$416K	Sell	9,620 -1,358	-12%	-$61.6K	0.19%	33
2024 Q3	$501K	Buy	10,978 +109	+1%	+$4.73K	0.22%	32
2024 Q2	$437K	Buy	10,869 +130	+1%	+$5.21K	0.2%	32
2024 Q1	$437K	Buy	10,739 +244	+2%	+$9.52K	0.2%	31
2023 Q4	$368K	Hold	10,495	–	–	0.18%	28
2023 Q3	$368K	Buy	10,495 +126	+1%	+$4.69K	0.18%	28
2023 Q2	$384K	Buy	10,369 +4,892	+89%	+$181K	0.18%	27
2023 Q1	$208K	Buy	+5,477	New	+$219K	0.1%	35

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

SimpliFi Inc's SPYD Position: Q2 2026 in Review

SimpliFi Inc increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.1% in Q2 2026, buying an estimated $5.45K and bringing the position to 10,280 shares worth $490K. The position accounts for 0.19% of the portfolio, ranked #29.

SimpliFi Inc first reported a position in SPYD in Q1 2023 and has held it in 14 quarters since. The position peaked at $501K in Q3 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

SimpliFi Inc held 10,280 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $490K as of Q2 2026.
SimpliFi Inc bought 116 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $5.45K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of SimpliFi Inc's portfolio in Q2 2026, its #29 holding.
SimpliFi Inc first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and has held it in 14 quarters since.
SimpliFi Inc's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $501K in Q3 2024.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.