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

Castle Rock 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 		$229K Buy
5,023
+85
+2% +$4.16K 0.04% 251
2026
Q2 		$237K Sell
4,938
-13
-0.3% -$611 0.05% 252
2026
Q1 		$226K Buy
+4,951
New +$227K 0.05% 246

Other funds holding SPYD

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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
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
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Castle Rock Wealth Management's SPYD Position: Q3 2026 in Review

Castle Rock Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.7% in Q3 2026, buying an estimated $4.16K and bringing the position to 5,023 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #251.

Castle Rock Wealth Management first reported a position in SPYD in Q1 2026 and has held it in 3 quarters since. The position peaked at $237K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

  • Castle Rock Wealth Management held 5,023 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $229K as of Q3 2026.
  • Castle Rock Wealth Management bought 85 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $4.16K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q3 2026, its #251 holding.
  • Castle Rock Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Castle Rock Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $237K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.