James T. Borello RIA’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

James T. Borello RIA’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	$1.23M	Hold	27,148	–	–	0.26%	45
2026 Q2	$1.3M	Sell	27,148 -45	-0.2%	-$2.12K	0.28%	44
2026 Q1	$1.24M	Hold	27,193	–	–	0.31%	42
2025 Q4	$1.18M	Sell	27,193 -1,304	-5%	-$56.5K	0.3%	42
2025 Q3	$1.25M	Sell	28,497 -2,861	-9%	-$125K	0.34%	39
2025 Q2	$1.33M	Sell	31,358 -3,068	-9%	-$129K	0.39%	38
2025 Q1	$1.52M	Hold	34,426	–	–	0.49%	34
2024 Q4	$1.49M	Sell	34,426 -2,237	-6%	-$101K	0.55%	33
2024 Q3	$1.67M	Sell	36,663 -994	-3%	-$43.2K	0.68%	29
2024 Q2	$1.51M	Hold	37,657	–	–	0.67%	28
2024 Q1	$1.53M	Hold	37,657	–	–	0.7%	29
2023 Q4	$1.48M	Buy	+37,657	New	+$1.35M	1.2%	19

Other funds holding SPYD

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 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

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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

James T. Borello RIA's SPYD Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2026 at 27,148 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #45.

James T. Borello RIA first reported a position in SPYD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.67M in Q3 2024. 114 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

James T. Borello RIA held 27,148 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.23M as of Q3 2026.
James T. Borello RIA 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 0.26% of James T. Borello RIA's portfolio in Q3 2026, its #45 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.67M in Q3 2024.
114 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.