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

Castleview Partners’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	$1.58M	Buy	34,826 +164	+0.5%	+$8.03K	0.69%	28
2026 Q2	$1.65M	Sell	34,662 -1,940	-5%	-$91.2K	0.73%	26
2026 Q1	$1.67M	Sell	36,602 -12,915	-26%	-$593K	0.85%	24
2025 Q4	$2.14M	Buy	49,517 +186	+0.4%	+$8.06K	1.06%	19
2025 Q3	$2.17M	Buy	49,331 +642	+1%	+$28.1K	1.18%	20
2025 Q2	$2.07M	Sell	48,689 -14,719	-23%	-$619K	1.33%	15
2025 Q1	$2.81M	Buy	63,408 +3,736	+6%	+$164K	1.9%	7
2024 Q4	$2.57M	Sell	59,672 -588	-1%	-$26.7K	1.39%	9
2024 Q3	$2.75M	Buy	60,260 +4,164	+7%	+$181K	1.59%	7
2024 Q2	$2.26M	Sell	56,096 -346	-0.6%	-$13.9K	1.28%	10
2024 Q1	$2.3M	Buy	56,442 +41,763	+285%	+$1.63M	1.28%	11
2023 Q4	$575K	Sell	14,679 -1,642	-10%	-$59K	0.4%	53
2023 Q3	$572K	Sell	16,321 -977	-6%	-$36.4K	0.53%	36
2023 Q2	$641K	Buy	17,298 +304	+2%	+$11.2K	0.58%	30
2023 Q1	$646K	Buy	16,994 +142	+0.8%	+$5.67K	0.57%	37
2022 Q4	$667K	Buy	16,852 +421	+3%	+$16.5K	0.65%	32
2022 Q3	$583K	Buy	16,431 +16,081	+4,595%	+$648K	0.56%	33
2022 Q2	$45.8K	Sell	350 -17,887	-98%	-$769K	0.04%	312
2022 Q1	$801K	Buy	+18,237	New	+$786K	0.5%	31
2021 Q2	$678K	Buy	+16,904	New	+$688K	0.3%	70

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Castleview Partners's SPYD Position: Q3 2026 in Review

Castleview Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.47% in Q3 2026, buying an estimated $8.03K and bringing the position to 34,826 shares worth $1.58M. The position accounts for 0.69% of the portfolio, ranked #28.

Castleview Partners first reported a position in SPYD in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.81M in Q1 2025. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Castleview Partners held 34,826 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.58M as of Q3 2026.
Castleview Partners bought 164 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $8.03K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.69% of Castleview Partners's portfolio in Q3 2026, its #28 holding.
Castleview Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 20 quarters since.
Castleview Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.81M in Q1 2025.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.