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

Heartwood Wealth 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	$4.49M	Buy	98,897 +20,121	+26%	+$985K	0.35%	46
2026 Q2	$3.76M	Buy	78,776 +3,529	+5%	+$166K	0.29%	48
2026 Q1	$3.43M	Sell	75,247 -52,606	-41%	-$2.42M	0.3%	47
2025 Q4	$5.53M	Buy	127,853 +3,800	+3%	+$165K	0.51%	37
2025 Q3	$5.46M	Buy	124,053 +7,033	+6%	+$308K	0.51%	35
2025 Q2	$4.97M	Buy	117,020 +2,880	+3%	+$121K	0.52%	34
2025 Q1	$5.05M	Buy	114,140 +1,163	+1%	+$51.1K	0.58%	33
2024 Q4	$4.89M	Sell	112,977 -84	-0.1%	-$3.81K	0.55%	31
2024 Q3	$5.16M	Buy	113,061 +4,257	+4%	+$185K	0.57%	30
2024 Q2	$4.38M	Buy	108,804 +2,185	+2%	+$87.6K	0.52%	31
2024 Q1	$4.34M	Buy	106,619 +26,486	+33%	+$1.03M	0.53%	30
2023 Q4	$3.14M	Sell	80,133 -597,523	-88%	-$21.5M	0.42%	32
2023 Q3	$23.8M	Buy	677,656 +21,698	+3%	+$808K	3.51%	7
2023 Q2	$24.3M	Buy	655,958 +8,332	+1%	+$308K	3.45%	7
2023 Q1	$24.6M	Buy	647,626 +31,017	+5%	+$1.24M	3.67%	7
2022 Q4	$24.4M	Sell	616,609 -4,940	-0.8%	-$193K	3.82%	6
2022 Q3	$22M	Buy	621,549 +22,382	+4%	+$901K	3.82%	6
2022 Q2	$23.9M	Buy	599,167 +7,495	+1%	+$322K	3.94%	5
2022 Q1	$26M	Sell	591,672 -13,624	-2%	-$587K	3.87%	6
2021 Q4	$25.5M	Buy	605,296 +540,092	+828%	+$22M	3.82%	8
2021 Q3	$2.55M	Buy	65,204 +924	+1%	+$36.8K	0.4%	33
2021 Q2	$2.58M	Buy	64,280 +23,400	+57%	+$952K	0.4%	33
2021 Q1	$1.57M	Sell	40,880 -212,753	-84%	-$7.75M	0.25%	36
2020 Q4	$8.36M	Buy	+253,633	New	+$7.84M	1.35%	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

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

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

Heartwood Wealth Advisors's SPYD Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 26% in Q3 2026, buying an estimated $985K and bringing the position to 98,897 shares worth $4.49M. The position accounts for 0.35% of the portfolio, ranked #46.

Heartwood Wealth Advisors first reported a position in SPYD in Q4 2020 and has held it in 24 quarters since. The position peaked at $26M in Q1 2022. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Heartwood Wealth Advisors held 98,897 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $4.49M as of Q3 2026.
Heartwood Wealth Advisors bought 20,121 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $985K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.35% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #46 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 24 quarters since.
Heartwood Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $26M in Q1 2022.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.