Econ Financial Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Econ Financial Services’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	$2.38M	Sell	52,377 -10,909	-17%	-$534K	0.99%	42
2026 Q2	$3.02M	Buy	63,286 +1,724	+3%	+$81K	1.41%	28
2026 Q1	$2.8M	Buy	+61,562	New	+$2.83M	1.3%	31
2023 Q3	–	Sell	-51,330	Closed	-$1.9M	–	101
2023 Q2	$1.9M	Buy	51,330 +8,860	+21%	+$327K	1.34%	32
2023 Q1	$1.61M	Buy	+42,470	New	+$1.7M	1.22%	34
2022 Q1	–	Sell	-99,123	Closed	-$4.17M	–	194
2021 Q4	$4.17M	Buy	+99,123	New	+$4.04M	3.07%	8

Other funds holding SPYD

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

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

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

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

Econ Financial Services's SPYD Position: Q3 2026 in Review

Econ Financial Services reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 17% in Q3 2026, selling an estimated $534K and leaving 52,377 shares worth $2.38M. The position accounts for 0.99% of the portfolio, ranked #42.

Econ Financial Services first reported a position in SPYD in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.17M in Q4 2021. 200 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Econ Financial Services held 52,377 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.38M as of Q3 2026.
Econ Financial Services sold 10,909 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $534K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.99% of Econ Financial Services's portfolio in Q3 2026, its #42 holding.
Econ Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 6 quarters since.
Econ Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.17M in Q4 2021.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.