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

Transamerica Financial Advisors’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	$6.96K	Hold	146	–	–	﹤0.01%	1055
2026 Q1	$6.64K	Buy	+146	New	+$6.71K	﹤0.01%	990
2023 Q1	–	Sell	-1,559	Closed	-$62K	–	699
2022 Q4	$62K	Sell	1,559 -14	-0.9%	-$548	0.01%	279
2022 Q3	$56K	Sell	1,573 -13	-0.8%	-$523	0.01%	274
2022 Q2	$64K	Buy	+1,586	New	+$68.2K	0.01%	271
2020 Q3	–	Sell	-1,699	Closed	-$48K	–	446
2020 Q2	$48K	Buy	+1,699	New	+$46.4K	0.01%	202

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

Transamerica Financial Advisors's SPYD Position: Q2 2026 in Review

Transamerica Financial Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 146 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Transamerica Financial Advisors first reported a position in SPYD in Q2 2020 and has held it in 6 quarters since. The position peaked at $64K in Q2 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Transamerica Financial Advisors held 146 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $6.96K as of Q2 2026.
Transamerica Financial Advisors 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 ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1055 holding.
Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and has held it in 6 quarters since.
Transamerica Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $64K in Q2 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.