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

CX Institutional’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	$137K	Sell	3,012 -22,992	-88%	-$1.13M	﹤0.01%	817
2026 Q2	$1.24M	Buy	26,004 +20,923	+412%	+$983K	0.04%	303
2026 Q1	$231K	Sell	5,081 -321	-6%	-$14.7K	0.01%	682
2025 Q4	$234K	Sell	5,402 -5,464	-50%	-$237K	0.01%	656
2025 Q3	$478K	Buy	10,866 +10,177	+1,477%	+$446K	0.01%	444
2025 Q2	$29K	Sell	689 -20,074	-97%	-$844K	﹤0.01%	928
2025 Q1	$919K	Buy	20,763 +19,691	+1,837%	+$866K	0.03%	279
2024 Q4	$46.4K	Buy	+1,072	New	+$48.6K	﹤0.01%	524
2023 Q1	–	Sell	-47,247	Closed	-$1.87M	–	583
2022 Q4	$1.87M	Buy	47,247 +34,902	+283%	+$1.37M	0.11%	201
2022 Q3	$438K	Sell	12,345 -86,282	-87%	-$3.47M	0.03%	350
2022 Q2	$3.94M	Buy	+98,627	New	+$4.24M	0.3%	84
2022 Q1	–	Sell	-25,906	Closed	-$1.09M	–	399
2021 Q4	$1.09M	Buy	+25,906	New	+$1.06M	0.09%	197
2020 Q3	–	Sell	-84	Closed	-$2K	–	911
2020 Q2	$2K	Sell	84 -70,401	-100%	-$1.92M	﹤0.01%	765
2020 Q1	$1.73M	Buy	+70,485	New	+$2.45M	0.28%	75

Other funds holding SPYD

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

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

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

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

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CX Institutional's SPYD Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 88% in Q3 2026, selling an estimated $1.13M and leaving 3,012 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

CX Institutional first reported a position in SPYD in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.94M in Q2 2022. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

CX Institutional held 3,012 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $137K as of Q3 2026.
CX Institutional sold 22,992 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $1.13M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #817 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and has held it in 14 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.94M in Q2 2022.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.