Focused Wealth Management
SPYD icon

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

Focused Wealth 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
2026
Q3 		$526K Buy
11,583
+22
+0.2% +$1.08K 0.04% 125
2026
Q2 		$552K Buy
11,561
+22
+0.2% +$1.03K 0.05% 127
2026
Q1 		$525K Sell
11,539
-220
-2% -$10.1K 0.05% 110
2025
Q4 		$509K Sell
11,759
-528
-4% -$22.9K 0.05% 104
2025
Q3 		$541K Sell
12,287
-64
-0.5% -$2.81K 0.06% 102
2025
Q2 		$524K Sell
12,351
-1,463
-11% -$61.5K 0.06% 96
2025
Q1 		$611K Buy
13,814
+34
+0.2% +$1.5K 0.08% 80
2024
Q4 		$596K Sell
13,780
-72
-0.5% -$3.27K 0.08% 79
2024
Q3 		$632K Sell
13,852
-804
-5% -$34.9K 0.08% 86
2024
Q2 		$590K Sell
14,656
-507
-3% -$20.3K 0.08% 82
2024
Q1 		$617K Buy
15,163
+81
+0.5% +$3.16K 0.09% 77
2023
Q4 		$591K Sell
15,082
-803
-5% -$28.8K 0.1% 72
2023
Q3 		$557K Sell
15,885
-18
-0.1% -$670 0.1% 71
2023
Q2 		$590K Sell
15,903
-76
-0.5% -$2.81K 0.11% 74
2023
Q1 		$607K Sell
15,979
-611
-4% -$24.4K 0.12% 73
2022
Q4 		$657K Sell
16,590
-528
-3% -$20.7K 0.13% 71
2022
Q3 		$607K Buy
17,118
+128
+0.8% +$5.15K 0.13% 70
2022
Q2 		$678K Sell
16,990
-462
-3% -$19.9K 0.12% 76
2022
Q1 		$767K Sell
17,452
-902
-5% -$38.9K 0.12% 76
2021
Q4 		$772K Sell
18,354
-250
-1% -$10.2K 0.12% 72
2021
Q3 		$728K Sell
18,604
-951
-5% -$37.8K 0.12% 74
2021
Q2 		$784K Sell
19,555
-3,241
-14% -$132K 0.13% 74
2021
Q1 		$878K Buy
22,796
+1,676
+8% +$61.1K 0.16% 70
2020
Q4 		$696K Sell
21,120
-42,997
-67% -$1.33M 0.14% 77
2020
Q3 		$1.76M Buy
64,117
+30
+0% +$848 0.38% 34
2020
Q2 		$1.78M Buy
64,087
+13,757
+27% +$376K 0.41% 33
2020
Q1 		$1.24M Buy
50,330
+6,965
+16% +$243K 0.36% 37
2019
Q4 		$1.71M Buy
43,365
+886
+2% +$34.2K 0.4% 39
2019
Q3 		$1.61M Buy
42,479
+41,027
+2,826% +$1.53M 0.45% 36
2019
Q2 		$55K Buy
1,452
+16
+1% +$606 0.01% 313
2019
Q1 		$54K Sell
1,436
-226
-14% -$8.33K 0.02% 286
2018
Q4 		$57K Buy
1,662
+39
+2% +$1.43K 0.02% 289
2018
Q3 		$61K Buy
1,623
+37
+2% +$1.4K 0.02% 280
2018
Q2 		$59K Sell
1,586
-194
-11% -$7.07K 0.02% 263
2018
Q1 		$64K Buy
+1,780
New +$65.3K 0.02% 275

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Curran Financial Partners
Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Focused Wealth Management's SPYD Position: Q3 2026 in Review

Focused Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.19% in Q3 2026, buying an estimated $1.08K and bringing the position to 11,583 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #125.

Focused Wealth Management first reported a position in SPYD in Q1 2018 and has held it in 35 quarters since. The position peaked at $1.78M in Q2 2020. 314 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

  • Focused Wealth Management held 11,583 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $526K as of Q3 2026.
  • Focused Wealth Management bought 22 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $1.08K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Focused Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Focused Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 35 quarters since.
  • Focused Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.78M in Q2 2020.
  • 314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.