Y-Intercept (HK)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Y-Intercept (HK)’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	$1.35M	Buy	29,799 +7,866	+36%	+$385K	0.03%	839
2026 Q2	$1.05M	Buy	21,933 +50	+0.2%	+$2.35K	0.02%	1029
2026 Q1	$996K	Buy	+21,883	New	+$1.01M	0.02%	1026
2025 Q3	–	Sell	-10,130	Closed	-$430K	–	2015
2025 Q2	$430K	Buy	+10,130	New	+$426K	0.01%	1251
2024 Q4	–	Sell	-4,672	Closed	-$213K	–	1628
2024 Q3	$213K	Buy	+4,672	New	+$203K	0.01%	1140
2024 Q2	–	Sell	-6,666	Closed	-$271K	–	1890
2024 Q1	$271K	Buy	+6,666	New	+$260K	0.02%	998
2022 Q2	–	Sell	-14,524	Closed	-$638K	–	1177
2022 Q1	$638K	Sell	14,524 -5,425	-27%	-$234K	0.15%	197
2021 Q4	$839K	Buy	+19,949	New	+$814K	0.2%	142

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

Y-Intercept (HK)'s SPYD Position: Q3 2026 in Review

Y-Intercept (HK) increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 36% in Q3 2026, buying an estimated $385K and bringing the position to 29,799 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #839.

Y-Intercept (HK) first reported a position in SPYD in Q4 2021 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Y-Intercept (HK) held 29,799 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.35M as of Q3 2026.
Y-Intercept (HK) bought 7,866 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2026, an estimated $385K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #839 holding.
Y-Intercept (HK) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 8 quarters since.
140 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.