Farther Finance Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Farther Finance Advisors’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	$1.93M	Sell	42,532 -4,527	-10%	-$222K	0.01%	800
2026 Q2	$2.25M	Buy	47,059 +4,012	+9%	+$189K	0.02%	686
2026 Q1	$1.95M	Buy	43,047 +2,042	+5%	+$93.8K	0.02%	662
2025 Q4	$1.77M	Buy	41,005 +7,788	+23%	+$337K	0.02%	633
2025 Q3	$1.46M	Sell	33,217 -743	-2%	-$32.6K	0.02%	569
2025 Q2	$1.44M	Sell	33,960 -1,382	-4%	-$58.1K	0.03%	468
2025 Q1	$1.56M	Sell	35,342 -1,500	-4%	-$65.9K	0.04%	358
2024 Q4	$1.59M	Sell	36,842 -2,952	-7%	-$134K	0.06%	257
2024 Q3	$1.82M	Buy	39,794 +245	+0.6%	+$10.6K	0.07%	220
2024 Q2	$1.58M	Sell	39,549 -5,474	-12%	-$220K	0.08%	201
2024 Q1	$1.81M	Buy	45,023 +26,534	+144%	+$1.04M	0.11%	159
2023 Q4	$725K	Buy	18,489 +14,362	+348%	+$516K	0.05%	280
2023 Q3	$145K	Buy	4,127 +26	+0.6%	+$968	0.02%	451
2023 Q2	$152K	Buy	+4,101	New	+$151K	0.03%	363

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

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

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

Farther Finance Advisors's SPYD Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9.6% in Q3 2026, selling an estimated $222K and leaving 42,532 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #800.

Farther Finance Advisors first reported a position in SPYD in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Farther Finance Advisors held 42,532 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.93M as of Q3 2026.
Farther Finance Advisors sold 4,527 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $222K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #800 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 14 quarters since.
Farther Finance Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.25M 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.