Tompkins Financial’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tompkins Financial’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	$30.6K	Hold	675	–	–	﹤0.01%	376
2026 Q2	$32.2K	Hold	675	–	–	﹤0.01%	367
2026 Q1	$30.7K	Buy	675 +475	+238%	+$21.8K	﹤0.01%	357
2025 Q4	$8.65K	Hold	200	–	–	﹤0.01%	459
2025 Q3	$8.8K	Hold	200	–	–	﹤0.01%	451
2025 Q2	$8.49K	Sell	200 -2,500	-93%	-$105K	﹤0.01%	450
2025 Q1	$120K	Hold	2,700	–	–	0.01%	240
2024 Q4	$117K	Hold	2,700	–	–	0.01%	240
2024 Q3	$123K	Hold	2,700	–	–	0.01%	245
2024 Q2	$109K	Hold	2,700	–	–	0.01%	263
2024 Q1	$110K	Hold	2,700	–	–	0.01%	265
2023 Q4	$106K	Hold	2,700	–	–	0.01%	265
2023 Q3	$94.7K	Hold	2,700	–	–	0.01%	254
2023 Q2	$100K	Hold	2,700	–	–	0.02%	259
2023 Q1	$103K	Hold	2,700	–	–	0.02%	258
2022 Q4	$107K	Hold	2,700	–	–	0.02%	250
2022 Q3	$96K	Hold	2,700	–	–	0.02%	262
2022 Q2	$108K	Hold	2,700	–	–	0.02%	252
2022 Q1	$119K	Sell	2,700 -500	-16%	-$21.5K	0.02%	265
2021 Q4	$135K	Hold	3,200	–	–	0.02%	158
2021 Q3	$125K	Buy	+3,200	New	+$127K	0.02%	166
2021 Q1	$123K	Hold	3,200	–	–	0.02%	166
2020 Q4	$105K	Sell	3,200 -6,000	-65%	-$185K	0.02%	168
2020 Q3	$252K	Sell	9,200 -1,000	-10%	-$28.3K	0.05%	136
2020 Q2	$284K	Sell	10,200 -1,000	-9%	-$27.3K	0.06%	130
2020 Q1	$275K	Buy	11,200 +1,000	+10%	+$34.8K	0.06%	129
2019 Q4	$402K	Buy	+10,200	New	+$393K	0.07%	126

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

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

Tompkins Financial's SPYD Position: Q3 2026 in Review

Tompkins Financial held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2026 at 675 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Tompkins Financial first reported a position in SPYD in Q4 2019 and has held it in 27 quarters since. The position peaked at $402K in Q4 2019. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Tompkins Financial held 675 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $30.6K as of Q3 2026.
Tompkins Financial left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #376 holding.
Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Tompkins Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $402K in Q4 2019.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.