VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

VisionPoint Advisory Group’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	$371K	Sell	8,181 -5,386	-40%	-$264K	0.06%	296
2026 Q2	$647K	Sell	13,567 -279	-2%	-$13.1K	0.11%	213
2026 Q1	$630K	Sell	13,846 -917	-6%	-$42.1K	0.12%	193
2025 Q4	$638K	Sell	14,763 -45	-0.3%	-$1.95K	0.12%	182
2025 Q3	$652K	Sell	14,808 -3,142	-18%	-$138K	0.13%	169
2025 Q2	$762K	Sell	17,950 -259	-1%	-$10.9K	0.17%	140
2025 Q1	$806K	Sell	18,209 -4,462	-20%	-$196K	0.28%	81
2024 Q4	$977K	Buy	22,671 +15,553	+219%	+$706K	0.33%	78
2024 Q3	$325K	Buy	7,118 +5,562	+357%	+$242K	0.11%	137
2024 Q2	$62.6K	Buy	1,556 +936	+151%	+$37.5K	0.02%	248
2024 Q1	$25.2K	Buy	620 +470	+313%	+$18.3K	0.01%	358
2023 Q4	$5.88K	Buy	150 +46	+44%	+$1.65K	﹤0.01%	471
2023 Q3	$3.65K	Buy	104 +20	+24%	+$744	﹤0.01%	532
2023 Q2	$3.12K	Buy	+84	New	+$3.1K	﹤0.01%	477

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

VisionPoint Advisory Group's SPYD Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 40% in Q3 2026, selling an estimated $264K and leaving 8,181 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #296.

VisionPoint Advisory Group first reported a position in SPYD in Q2 2023 and has held it in 14 quarters since. The position peaked at $977K in Q4 2024. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

VisionPoint Advisory Group held 8,181 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $371K as of Q3 2026.
VisionPoint Advisory Group sold 5,386 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $264K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #296 holding.
VisionPoint Advisory Group 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.
VisionPoint Advisory Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $977K in Q4 2024.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.