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

HBW Advisory 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	$1.8M	Buy	39,677 +638	+2%	+$31.2K	0.18%	121
2026 Q2	$1.86M	Buy	39,039 +3,743	+11%	+$176K	0.17%	130
2026 Q1	$1.61M	Buy	35,296 +3,428	+11%	+$158K	0.17%	138
2025 Q4	$1.38M	Sell	31,868 -147	-0.5%	-$6.37K	0.15%	142
2025 Q3	$1.41M	Buy	32,015 +564	+2%	+$24.7K	0.16%	141
2025 Q2	$1.33M	Buy	31,451 +2,861	+10%	+$120K	0.16%	138
2025 Q1	$1.27M	Buy	28,590 +117	+0.4%	+$5.14K	0.18%	119
2024 Q4	$1.23M	Buy	28,473 +615	+2%	+$27.9K	0.13%	116
2024 Q3	$1.27M	Buy	27,858 +448	+2%	+$19.5K	0.19%	120
2024 Q2	$1.1M	Buy	27,410 +2,275	+9%	+$91.3K	0.18%	129
2024 Q1	$985K	Hold	25,135	–	–	0.18%	130
2023 Q4	$985K	Buy	25,135 +1,072	+4%	+$38.5K	0.18%	130
2023 Q3	$844K	Sell	24,063 -751	-3%	-$27.9K	0.18%	134
2023 Q2	$920K	Buy	24,814 +939	+4%	+$34.7K	0.2%	119
2023 Q1	$907K	Buy	23,875 +4,144	+21%	+$166K	0.23%	117
2022 Q4	$781K	Buy	19,731 +173	+0.9%	+$6.77K	0.21%	125
2022 Q3	$694K	Buy	19,558 +737	+4%	+$29.7K	0.19%	134
2022 Q2	$751K	Sell	18,821 -204	-1%	-$8.77K	0.19%	122
2022 Q1	$836K	Sell	19,025 -1,968	-9%	-$84.8K	0.29%	96
2021 Q4	$883K	Sell	20,993 -1,648	-7%	-$67.2K	0.2%	118
2021 Q3	$886K	Buy	22,641 +1,008	+5%	+$40.1K	0.23%	108
2021 Q2	$867K	Sell	21,633 -234	-1%	-$9.5K	0.23%	111
2021 Q1	$842K	Sell	21,867 -896	-4%	-$32.6K	0.22%	104
2020 Q4	$750K	Sell	22,763 -3,939	-15%	-$122K	0.23%	100
2020 Q3	$732K	Sell	26,702 -13,995	-34%	-$396K	0.3%	81
2020 Q2	$1.13M	Buy	40,697 +473	+1%	+$12.9K	0.53%	62
2020 Q1	$1.07M	Sell	40,224 -31	-0.1%	-$1.08K	0.78%	47
2019 Q4	$1.57M	Buy	40,255 +5,129	+15%	+$198K	0.92%	42
2019 Q3	$1.28M	Buy	+35,126	New	+$1.31M	1.23%	34

Other funds holding SPYD

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

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

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

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

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

HBW Advisory Services's SPYD Position: Q3 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.6% in Q3 2026, buying an estimated $31.2K and bringing the position to 39,677 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #121.

HBW Advisory Services first reported a position in SPYD in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.86M in Q2 2026. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

HBW Advisory Services held 39,677 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.8M as of Q3 2026.
HBW Advisory Services bought 638 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $31.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.18% of HBW Advisory Services's portfolio in Q3 2026, its #121 holding.
HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 29 quarters since.
HBW Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.86M in Q2 2026.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.