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

Harpswell Capital 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	$544K	Sell	12,000 -4,000	-25%	-$196K	0.36%	26
2026 Q2	$763K	Hold	16,000	–	–	0.49%	24
2026 Q1	$728K	Hold	16,000	–	–	0.54%	25
2025 Q4	$692K	Hold	16,000	–	–	0.55%	23
2025 Q3	$704K	Buy	+16,000	New	+$702K	0.67%	21

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

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

Harpswell Capital Advisors's SPYD Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 25% in Q3 2026, selling an estimated $196K and leaving 12,000 shares worth $544K. The position accounts for 0.36% of the portfolio, ranked #26.

Harpswell Capital Advisors first reported a position in SPYD in Q3 2025 and has held it in 5 quarters since. The position peaked at $763K in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Harpswell Capital Advisors held 12,000 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $544K as of Q3 2026.
Harpswell Capital Advisors sold 4,000 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $196K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.36% of Harpswell Capital Advisors's portfolio in Q3 2026, its #26 holding.
Harpswell Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and has held it in 5 quarters since.
Harpswell Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $763K 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 Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.