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

Meriwether Wealth & Planning’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	$408K	Sell	9,001 -220	-2%	-$10.8K	0.18%	76
2026 Q2	$440K	Buy	9,221 +53	+0.6%	+$2.49K	0.22%	71
2026 Q1	$417K	Sell	9,168 -1,208	-12%	-$55.5K	0.23%	70
2025 Q4	$449K	Sell	10,376 -1,534	-13%	-$66.4K	0.25%	69
2025 Q3	$524K	Sell	11,910 -5,050	-30%	-$221K	0.3%	60
2025 Q2	$720K	Sell	16,960 -1,384	-8%	-$58.2K	0.45%	43
2025 Q1	$812K	Buy	18,344 +3,187	+21%	+$140K	0.53%	46
2024 Q4	$655K	Buy	+15,157	New	+$688K	0.47%	48

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

Meriwether Wealth & Planning's SPYD Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.4% in Q3 2026, selling an estimated $10.8K and leaving 9,001 shares worth $408K. The position accounts for 0.18% of the portfolio, ranked #76.

Meriwether Wealth & Planning first reported a position in SPYD in Q4 2024 and has held it in 8 quarters since. The position peaked at $812K in Q1 2025. 132 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Meriwether Wealth & Planning held 9,001 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $408K as of Q3 2026.
Meriwether Wealth & Planning sold 220 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $10.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.18% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #76 holding.
Meriwether Wealth & Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $812K in Q1 2025.
132 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.