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

Stifel Financial’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	$9.22M	Buy	193,151 +1,993	+1%	+$93.7K	0.01%	1066
2026 Q1	$8.7M	Buy	191,158 +15,698	+9%	+$721K	0.01%	1027
2025 Q4	$7.59M	Buy	175,460 +51,361	+41%	+$2.22M	0.01%	1107
2025 Q3	$5.46M	Buy	124,099 +6,888	+6%	+$302K	0.01%	1252
2025 Q2	$4.97M	Sell	117,211 -4,508	-4%	-$189K	﹤0.01%	1253
2025 Q1	$5.39M	Buy	121,719 +1,294	+1%	+$56.9K	0.01%	1150
2024 Q4	$5.21M	Buy	120,425 +2,058	+2%	+$93.4K	0.01%	1191
2024 Q3	$5.4M	Sell	118,367 -2,805	-2%	-$122K	0.01%	1164
2024 Q2	$4.87M	Sell	121,172 -3,468	-3%	-$139K	0.01%	1156
2024 Q1	$5.07M	Buy	124,640 +2,922	+2%	+$114K	0.01%	1130
2023 Q4	$4.77M	Buy	121,718 +4,766	+4%	+$171K	0.01%	1120
2023 Q3	$4.1M	Sell	116,952 -37,498	-24%	-$1.4M	0.01%	1138
2023 Q2	$5.73M	Buy	154,450 +17,436	+13%	+$644K	0.01%	963
2023 Q1	$5.21M	Buy	137,014 +16,294	+13%	+$651K	0.01%	990
2022 Q4	$4.78M	Sell	120,720 -78,442	-39%	-$3.07M	0.01%	1012
2022 Q3	$7.06M	Sell	199,162 -127,593	-39%	-$5.14M	0.01%	777
2022 Q2	$13M	Buy	326,755 +160,514	+97%	+$6.9M	0.02%	570
2022 Q1	$7.31M	Buy	166,241 +128,863	+345%	+$5.55M	0.01%	859
2021 Q4	$1.57M	Buy	37,378 +5,493	+17%	+$224K	﹤0.01%	1801
2021 Q3	$1.25M	Buy	31,885 +5,725	+22%	+$228K	﹤0.01%	1911
2021 Q2	$1.05M	Buy	26,160 +20,670	+377%	+$841K	﹤0.01%	2059
2021 Q1	$211K	Buy	+5,490	New	+$200K	﹤0.01%	2993
2020 Q1	–	Sell	-15,059	Closed	-$594K	–	3059
2019 Q4	$594K	Sell	15,059 -631	-4%	-$24.3K	﹤0.01%	2150
2019 Q3	$597K	Sell	15,690 -153	-1%	-$5.72K	﹤0.01%	2070
2019 Q2	$603K	Sell	15,843 -5,435	-26%	-$206K	﹤0.01%	2115
2019 Q1	$806K	Buy	+21,278	New	+$785K	﹤0.01%	1785

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

Stifel Financial's SPYD Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1% in Q2 2026, buying an estimated $93.7K and bringing the position to 193,151 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #1066.

Stifel Financial first reported a position in SPYD in Q1 2019 and has held it in 26 quarters since. The position peaked at $13M in Q2 2022. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Stifel Financial held 193,151 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $9.22M as of Q2 2026.
Stifel Financial bought 1,993 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $93.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1066 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 26 quarters since.
Stifel Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13M in Q2 2022.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.