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

Valley Wealth Managers’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	$53	Hold	1	–	–	﹤0.01%	337
2026 Q2	$56	Hold	1	–	–	﹤0.01%	337
2026 Q1	$53	Sell	1 -91,145	-100%	-$4.19M	﹤0.01%	312
2025 Q4	$3.94M	Buy	+91,146	New	+$3.95M	0.25%	92

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

Valley Wealth Managers's SPYD Position: Q3 2026 in Review

Valley Wealth Managers held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2026 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Valley Wealth Managers first reported a position in SPYD in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.94M in Q4 2025. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Valley Wealth Managers held 1 share of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $53 as of Q3 2026.
Valley Wealth Managers 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 Valley Wealth Managers's portfolio in Q3 2026, its #337 holding.
Valley Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Valley Wealth Managers's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.94M in Q4 2025.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.