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

Avior 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	$3.8M	Buy	83,833 +9,446	+13%	+$463K	0.1%	175
2026 Q2	$3.55M	Buy	+74,387	New	+$3.5M	0.09%	182
2024 Q2	–	Sell	-494	Closed	-$20.1K	–	3537
2024 Q1	$20.1K	Buy	+494	New	+$19.3K	﹤0.01%	1598
2023 Q3	–	Sell	-1,500	Closed	-$55.6K	–	1667
2023 Q2	$55.6K	Hold	1,500	–	–	﹤0.01%	737
2023 Q1	$57K	Buy	1,500 +1,490	+14,900%	+$59.5K	﹤0.01%	739
2022 Q4	$395	Buy	+10	New	+$391	﹤0.01%	1188

Other funds holding SPYD

KFP

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

FHB

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

VVP

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

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

IWB

Innovative Wealth Building California, Maryland $181M AUM 14.1% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Avior Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 13% in Q3 2026, buying an estimated $463K and bringing the position to 83,833 shares worth $3.8M. The position accounts for 0.1% of the portfolio, ranked #175.

Avior Wealth Management first reported a position in SPYD in Q4 2022 and has held it in 6 quarters since. 52 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Avior Wealth Management held 83,833 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.8M as of Q3 2026.
Avior Wealth Management bought 9,446 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $463K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.1% of Avior Wealth Management's portfolio in Q3 2026, its #175 holding.
Avior Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
52 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

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