Venture Visionary Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Venture Visionary Partners’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	$5.4M	Buy	119,018 +1	+0%	+$49	0.14%	149
2026 Q2	$5.68M	Sell	119,017 -38	-0%	-$1.79K	0.16%	141
2026 Q1	$5.42M	Buy	119,055 +10,521	+10%	+$483K	0.18%	128
2025 Q4	$4.69M	Sell	108,534 -52	-0%	-$2.25K	0.15%	136
2025 Q3	$4.78M	Buy	108,586 +2	+0%	+$88	0.16%	132
2025 Q2	$4.61M	Sell	108,584 -1,177	-1%	-$49.5K	0.17%	128
2025 Q1	$4.86M	Buy	109,761 +1,480	+1%	+$65.1K	0.2%	119
2024 Q4	$4.68M	Buy	108,281 +118	+0.1%	+$5.35K	0.2%	121
2024 Q3	$4.94M	Buy	108,163 +11,381	+12%	+$494K	0.21%	115
2024 Q2	$3.89M	Buy	96,782 +3,030	+3%	+$122K	0.18%	127
2024 Q1	$3.82M	Buy	93,752 +17	+0%	+$663	0.18%	128
2023 Q4	$3.67M	Buy	93,735 +18,516	+25%	+$665K	0.19%	124
2023 Q3	$2.64M	Buy	75,219 +1,013	+1%	+$37.7K	0.16%	139
2023 Q2	$2.75M	Buy	+74,206	New	+$2.74M	0.16%	135

Other funds holding SPYD

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Venture Visionary Partners's SPYD Position: Q3 2026 in Review

Venture Visionary Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0% in Q3 2026, buying an estimated $49 and bringing the position to 119,018 shares worth $5.4M. The position accounts for 0.14% of the portfolio, ranked #149.

Venture Visionary Partners first reported a position in SPYD in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.68M in Q2 2026. 27 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Venture Visionary Partners held 119,018 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.4M as of Q3 2026.
Venture Visionary Partners bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q3 2026, an estimated $49.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.14% of Venture Visionary Partners's portfolio in Q3 2026, its #149 holding.
Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 14 quarters since.
Venture Visionary Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.68M in Q2 2026.
27 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.