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

Cambridge 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 Q3	$728K	Sell	16,056 -1,200	-7%	-$58.8K	0.13%	99
2026 Q2	$823K	Hold	17,256	–	–	0.14%	93
2026 Q1	$785K	Hold	17,256	–	–	0.15%	95
2025 Q4	$746K	Sell	17,256 -2,775	-14%	-$120K	0.14%	99
2025 Q3	$881K	Hold	20,031	–	–	0.17%	87
2025 Q2	$850K	Hold	20,031	–	–	0.18%	84
2025 Q1	$887K	Hold	20,031	–	–	0.19%	82
2024 Q4	$866K	Hold	20,031	–	–	0.19%	79
2024 Q3	$914K	Hold	20,031	–	–	0.2%	78
2024 Q2	$806K	Buy	20,031 +215	+1%	+$8.62K	0.19%	85
2024 Q1	$807K	Buy	19,816 +275	+1%	+$10.7K	0.19%	84
2023 Q4	$766K	Buy	19,541 +700	+4%	+$25.1K	0.19%	84
2023 Q3	$661K	Buy	18,841 +30	+0.2%	+$1.12K	0.18%	89
2023 Q2	$698K	Buy	18,811 +5,600	+42%	+$207K	0.18%	89
2023 Q1	$502K	Sell	13,211 -500	-4%	-$20K	0.13%	115
2022 Q4	$543K	Buy	+13,711	New	+$536K	0.15%	108

Other funds holding SPYD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Advisors's SPYD Position: Q3 2026 in Review

Cambridge Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7% in Q3 2026, selling an estimated $58.8K and leaving 16,056 shares worth $728K. The position accounts for 0.13% of the portfolio, ranked #99.

Cambridge Advisors first reported a position in SPYD in Q4 2022 and has held it in 16 quarters since. The position peaked at $914K in Q3 2024. 441 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Cambridge Advisors held 16,056 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $728K as of Q3 2026.
Cambridge Advisors sold 1,200 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $58.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Cambridge Advisors's portfolio in Q3 2026, its #99 holding.
Cambridge Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 16 quarters since.
Cambridge Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $914K in Q3 2024.
441 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.