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

Atticus 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
2026 Q3	$626K	Sell	13,807 -6,925	-33%	-$339K	0.14%	89
2026 Q2	$989K	Buy	20,732 +76	+0.4%	+$3.57K	0.24%	68
2026 Q1	$940K	Buy	20,656 +66	+0.3%	+$3.03K	0.25%	63
2025 Q4	$891K	Buy	20,590 +83	+0.4%	+$3.6K	0.22%	67
2025 Q3	$902K	Buy	20,507 +71	+0.3%	+$3.11K	0.23%	64
2025 Q2	$867K	Buy	20,436 +76	+0.4%	+$3.19K	0.23%	57
2025 Q1	$901K	Buy	+20,360	New	+$895K	0.29%	44
2021 Q1	–	Sell	-102	Closed	-$3K	–	366
2020 Q4	$3K	Buy	+102	New	+$3.15K	﹤0.01%	312

Other funds holding SPYD

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atticus Wealth Management's SPYD Position: Q3 2026 in Review

Atticus Wealth Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 33% in Q3 2026, selling an estimated $339K and leaving 13,807 shares worth $626K. The position accounts for 0.14% of the portfolio, ranked #89.

Atticus Wealth Management first reported a position in SPYD in Q4 2020 and has held it in 8 quarters since. The position peaked at $989K in Q2 2026. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Atticus Wealth Management held 13,807 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $626K as of Q3 2026.
Atticus Wealth Management sold 6,925 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $339K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.14% of Atticus Wealth Management's portfolio in Q3 2026, its #89 holding.
Atticus Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 8 quarters since.
Atticus Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $989K in Q2 2026.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.