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

Juncture Wealth Strategies’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	$1.21M	Buy	26,686 +865	+3%	+$42.4K	0.31%	64
2026 Q2	$1.23M	Sell	25,821 -3,282	-11%	-$154K	0.32%	57
2026 Q1	$1.32M	Sell	29,103 -1,441	-5%	-$66.2K	0.44%	45
2025 Q4	$1.32M	Buy	30,544 +1,286	+4%	+$55.7K	0.43%	41
2025 Q3	$1.29M	Buy	29,258 +139	+0.5%	+$6.09K	0.43%	42
2025 Q2	$1.24M	Buy	29,119 +751	+3%	+$31.6K	0.44%	39
2025 Q1	$1.26M	Sell	28,368 -782	-3%	-$34.4K	0.49%	33
2024 Q4	$1.26M	Buy	29,150 +397	+1%	+$18K	0.47%	35
2024 Q3	$1.31M	Sell	28,753 -1,116	-4%	-$48.5K	0.51%	32
2024 Q2	$1.2M	Buy	29,869 +122	+0.4%	+$4.89K	0.5%	33
2024 Q1	$1.21M	Sell	29,747 -259	-0.9%	-$10.1K	0.52%	34
2023 Q4	$1.18M	Buy	30,006 +14,129	+89%	+$507K	0.53%	36
2023 Q3	$557K	Sell	15,877 -691	-4%	-$25.7K	0.27%	76
2023 Q2	$614K	Buy	16,568 +1,086	+7%	+$40.1K	0.29%	72
2023 Q1	$588K	Buy	15,482 +2,849	+23%	+$114K	0.29%	67
2022 Q4	$500K	Buy	12,633 +3,070	+32%	+$120K	0.24%	72
2022 Q3	$339K	Buy	+9,563	New	+$385K	0.17%	87

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

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

Juncture Wealth Strategies's SPYD Position: Q3 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.3% in Q3 2026, buying an estimated $42.4K and bringing the position to 26,686 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #64.

Juncture Wealth Strategies first reported a position in SPYD in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Juncture Wealth Strategies held 26,686 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.21M as of Q3 2026.
Juncture Wealth Strategies bought 865 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $42.4K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.31% of Juncture Wealth Strategies's portfolio in Q3 2026, its #64 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 17 quarters since.
Juncture Wealth Strategies's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.32M in Q1 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 Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.