SPYD β€” SPDR PORTFOLIO S AND P 500 HIGH DIV

Ownership history in Elite Financial, Inc.  Β·  5 quarters on record

AI Ownership Summary

Elite Financial, Inc. reported SPDR PORTFOLIO S AND P 500 HIGH DIV (SPYD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.49% in 2025 Q1. The latest visible filing shows SPYD at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elite Financial, Inc.'s position in SPDR PORTFOLIO S AND P 500 HIGH DIV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPYD was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.49% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elite Financial, Inc. held SPYD β€” position size vs. price
% of Fund (quarterly)    SPYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 193,914 -5,939 -3.0% 3.81% $8K 2026-02-14 (Est.) $47.59
2025 Q3 ADDED 199,853 +4,710 +2.4% 3.91% $9K 2025-11-14 $42.00
2025 Q2 ADDED 195,143 +3,259 +1.7% 4.11% $8K 2025-08-11 $41.50
2025 Q1 ADDED 191,884 +117,803 +159.0% 4.49% $8K 2025-04-29 $40.02
2024 Q4 INITIATED 74,081 β€” β€” 1.74% $3K 2025-03-06 $41.67

FAQ About Elite Financial, Inc. and SPYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elite Financial, Inc. reported owning SPYD?

Elite Financial, Inc. reported SPYD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SPYD position in Elite Financial, Inc.'s portfolio?

The largest reported portfolio weight for SPYD was 4.49% in 2025 Q1.

What is the latest reported SPYD position on this page?

The most recent filing on this page is 2025 Q4, when Elite Financial, Inc. reported 193,914 shares, equal to 3.81% of portfolio, with an estimated market value of $8K.

What does the chart on this SPYD ownership page compare?

The chart compares Elite Financial, Inc.'s quarterly SPYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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