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

Sigma Planning Corp’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	$534K	Buy	11,760 +3,046	+35%	+$149K	0.01%	813
2026 Q2	$416K	Sell	8,714 -1,753	-17%	-$82.4K	0.01%	1003
2026 Q1	$476K	Buy	10,467 +422	+4%	+$19.4K	0.01%	853
2025 Q4	$434K	Buy	10,045 +197	+2%	+$8.53K	0.01%	850
2025 Q3	$433K	Buy	9,848 +764	+8%	+$33.5K	0.01%	871
2025 Q2	$386K	Buy	9,084 +49	+0.5%	+$2.06K	0.01%	885
2025 Q1	$400K	Buy	9,035 +883	+11%	+$38.8K	0.01%	816
2024 Q4	$352K	Buy	8,152 +8	+0.1%	+$363	0.01%	873
2024 Q3	$372K	Buy	8,144 +5	+0.1%	+$217	0.01%	863
2024 Q2	$327K	Buy	8,139 +57	+0.7%	+$2.29K	0.01%	891
2024 Q1	$329K	Buy	+8,082	New	+$315K	0.01%	914
2023 Q4	–	Sell	-9,281	Closed	-$325K	–	1133
2023 Q3	$325K	Buy	9,281 +219	+2%	+$8.15K	0.01%	889
2023 Q2	$336K	Buy	9,062 +2,545	+39%	+$94K	0.01%	890
2023 Q1	$248K	Sell	6,517 -20,997	-76%	-$839K	0.01%	1083
2022 Q4	$1.09M	Buy	+27,514	New	+$1.08M	0.04%	446
2022 Q3	–	Sell	-11,701	Closed	-$467K	–	1340
2022 Q2	$467K	Buy	11,701 +5,788	+98%	+$249K	0.02%	784
2022 Q1	$260K	Buy	5,913 +523	+10%	+$22.5K	0.01%	1130
2021 Q4	$227K	Buy	5,390 +93	+2%	+$3.79K	0.01%	1227
2021 Q3	$207K	Hold	5,297	–	–	0.01%	1255
2021 Q2	$212K	Buy	+5,297	New	+$215K	0.01%	1267
2019 Q2	–	Sell	-6,154	Closed	-$233K	–	1044
2019 Q1	$233K	Buy	6,154 +195	+3%	+$7.19K	0.01%	783
2018 Q4	$203K	Buy	+5,959	New	+$218K	0.01%	763
2016 Q4	–	Sell	-23,555	Closed	-$809K	–	800
2016 Q3	$809K	Buy	23,555 +850	+4%	+$29.1K	0.1%	230
2016 Q2	$761K	Buy	+22,705	New	+$738K	0.1%	233

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

Sigma Planning Corp's SPYD Position: Q3 2026 in Review

Sigma Planning Corp increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 35% in Q3 2026, buying an estimated $149K and bringing the position to 11,760 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #813.

Sigma Planning Corp first reported a position in SPYD in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2022. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Sigma Planning Corp held 11,760 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $534K as of Q3 2026.
Sigma Planning Corp bought 3,046 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $149K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #813 holding.
Sigma Planning Corp first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2016 and has held it in 24 quarters since.
Sigma Planning Corp's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.09M in Q4 2022.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.