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

Planning Strategies 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 		$1.62K Buy
+34
New +$1.6K ﹤0.01% 647

Other funds holding SPYD

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s SPYD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 34 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

196 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Planning Strategies Inc. held 34 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.62K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Planning Strategies Inc. position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #647 holding.
  • 196 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.