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

Gilpin 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 		$18.2K Hold
402
– – 0.01% 287
2026
Q2 		$19.2K Hold
402
– – 0.01% 270
2026
Q1 		$18.3K Hold
402
– – 0.01% 253
2025
Q4 		$17.4K Buy
+402
New +$17.4K 0.01% 251

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
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

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

Gilpin Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2026 at 402 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #287.

Gilpin Wealth Management first reported a position in SPYD in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.2K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

  • Gilpin Wealth Management held 402 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $18.2K as of Q3 2026.
  • Gilpin Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Gilpin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $19.2K 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 Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.