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

Costello Asset 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
2025 Q3	–	Sell	-100	Closed	-$4.24K	–	693
2025 Q2	$4.24K	Hold	100	–	–	﹤0.01%	570
2025 Q1	$4.43K	Buy	+100	New	+$4.4K	﹤0.01%	544

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Costello Asset Management's SPYD Position: Q3 2025 in Review

Costello Asset Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 100 shares — an estimated $4.24K sold.

Costello Asset Management first reported a position in SPYD in Q1 2025 and held it in 2 quarters. The position peaked at $4.43K in Q1 2025. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

Costello Asset Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Costello Asset Management sold 100 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $4.24K.
Costello Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and held it in 2 quarters.
Costello Asset Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.43K in Q1 2025.
451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.