Alterna Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Alterna Wealth Management’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
2025 Q3	–	Sell	-5,525	Closed	-$234K	–	109
2025 Q2	$234K	Buy	5,525 +127	+2%	+$5.34K	0.19%	97
2025 Q1	$239K	Hold	5,398	–	–	0.18%	92
2024 Q4	$233K	Hold	5,398	–	–	0.2%	83
2024 Q3	$246K	Hold	5,398	–	–	0.22%	80
2024 Q2	$217K	Hold	5,398	–	–	0.19%	98
2024 Q1	$220K	Hold	5,398	–	–	0.18%	88
2023 Q4	$212K	Buy	+5,398	New	+$194K	0.25%	71

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alterna Wealth Management's SPYD Position: Q3 2025 in Review

Alterna Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 5,525 shares — an estimated $234K sold.

Alterna Wealth Management first reported a position in SPYD in Q4 2023 and held it in 7 quarters. The position peaked at $246K in Q3 2024. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

Alterna Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Alterna Wealth Management sold 5,525 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $234K.
Alterna Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 7 quarters.
Alterna Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $246K in Q3 2024.
451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Alterna Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.