VFA
SPYD icon

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

Valeo Financial Advisors’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
Q2 		$1.1M Sell
22,991
-1,755
-7% -$82.5K 0.02% 294
2026
Q1 		$1.13M Sell
24,746
-351
-1% -$16.1K 0.03% 250
2025
Q4 		$1.09M Buy
25,097
+35
+0.1% +$1.52K 0.02% 285
2025
Q3 		$1.1M Buy
25,062
+37
+0.1% +$1.62K 0.03% 284
2025
Q2 		$1.06M Buy
25,025
+38
+0.2% +$1.6K 0.03% 287
2025
Q1 		$1.11M Sell
24,987
-94
-0.4% -$4.13K 0.03% 245
2024
Q4 		$1.08M Buy
25,081
+2,655
+12% +$120K 0.03% 245
2024
Q3 		$1.02M Buy
22,426
+239
+1% +$10.4K 0.03% 257
2024
Q2 		$893K Buy
22,187
+229
+1% +$9.19K 0.03% 262
2024
Q1 		$875K Buy
21,958
+384
+2% +$15K 0.03% 261
2023
Q4 		$845K Buy
21,574
+9
+0% +$323 0.03% 253
2023
Q3 		$756K Buy
21,565
+411
+2% +$15.3K 0.03% 249
2023
Q2 		$784K Buy
21,154
+657
+3% +$24.3K 0.04% 239
2023
Q1 		$779K Sell
20,497
-1,078
-5% -$43.1K 0.04% 251
2022
Q4 		$854K Buy
21,575
+2,237
+12% +$87.5K 0.05% 207
2022
Q3 		$686K Buy
19,338
+3
+0% +$121 0.04% 211
2022
Q2 		$772K Buy
19,335
+1,433
+8% +$61.6K 0.05% 194
2022
Q1 		$787K Buy
17,902
+946
+6% +$40.8K 0.04% 238
2021
Q4 		$713K Buy
16,956
+4,919
+41% +$201K 0.04% 235
2021
Q3 		$471K Buy
12,037
+4,987
+71% +$198K 0.03% 317
2021
Q2 		$283K Sell
7,050
-36
-0.5% -$1.46K 0.02% 372
2021
Q1 		$273K Sell
7,086
-4,965
-41% -$181K 0.01% 373
2020
Q4 		$397K Sell
12,051
-121
-1% -$3.74K 0.02% 278
2020
Q3 		$333K Buy
12,172
+7,063
+138% +$200K 0.03% 242
2020
Q2 		$142K Buy
5,109
+2,164
+73% +$59.1K 0.01% 397
2020
Q1 		$82K Sell
2,945
-2,578
-47% -$89.8K 0.01% 471
2019
Q4 		$218K Buy
5,523
+1,529
+38% +$59K 0.02% 308
2019
Q3 		$152K Buy
3,994
+287
+8% +$10.7K 0.02% 346
2019
Q2 		$141K Buy
3,707
+2,285
+161% +$86.6K 0.02% 365
2019
Q1 		$54K Buy
1,422
+1,183
+495% +$43.6K 0.01% 537
2018
Q4 		$8K Buy
+239
New +$8.74K ﹤0.01% 956

Other funds holding SPYD

FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return