Jeff Yass’s State Street SPDR Portfolio S&P Sector Neutral Dividend ETF SPDG Stock Holding History

Jeff Yass’s Portfolio SPDG Stock Details SPDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,896	Closed	-$371K	–	14453
2026 Q1	$371K	Sell	8,896 -1,439	-14%	-$61.7K	﹤0.01%	10396
2025 Q4	$421K	Buy	+10,335	New	+$417K	﹤0.01%	9190
2025 Q1	–	Sell	-14,890	Closed	-$560K	–	13394
2024 Q4	$560K	Buy	14,890 +421	+3%	+$16.1K	﹤0.01%	8390
2024 Q3	$549K	Buy	14,469 +7,713	+114%	+$277K	﹤0.01%	8238
2024 Q2	$233K	Buy	+6,756	New	+$229K	﹤0.01%	10022
2023 Q4	–	Sell	-75,397	Closed	-$2.19M	–	13240
2023 Q3	$2.19M	Buy	+75,397	New	+$2.23M	﹤0.01%	4951

Other funds holding SPDG

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BOM

Bank of Marin Novato, California $143M AUM 26.89% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return

APFP

Action Point Financial Planning Grand Rapids, Michigan $984M AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jeff Yass's SPDG Position: Q2 2026 in Review

Jeff Yass sold out of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) in Q2 2026, closing a stake of 8,896 shares — an estimated $371K sold.

Jeff Yass first reported a position in SPDG in Q3 2023 and held it in 6 quarters. The position peaked at $2.19M in Q3 2023. 10 funds tracked by Wall St. Rank hold SPDG as of Q2 2026.

Jeff Yass reported no remaining State Street SPDR Portfolio S&P Sector Neutral Dividend ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 8,896 State Street SPDR Portfolio S&P Sector Neutral Dividend ETF shares in Q2 2026, an estimated $371K.
Jeff Yass first reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in Q3 2023 and held it in 6 quarters.
Jeff Yass's State Street SPDR Portfolio S&P Sector Neutral Dividend ETF position peaked at $2.19M in Q3 2023.
10 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.