Accel Wealth Management’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
4,815
+23
| +0.5% | +$976 | 0.07% | 251 |
|
|
2025
Q1 | $212K | Buy |
4,792
+18
| +0.4% | +$797 | 0.08% | 227 |
|
|
2024
Q4 | $206K | Buy |
4,774
+24
| +0.5% | +$1.04K | 0.08% | 232 |
|
|
2024
Q3 | $217K | Buy |
+4,750
| New | +$217K | 0.08% | 227 |
|
|
2023
Q2 | – | Sell |
-5,730
| Closed | -$218K | – | 765 |
|
|
2023
Q1 | $218K | Buy |
5,730
+18
| +0.3% | +$684 | 0.09% | 205 |
|
|
2022
Q4 | $226K | Buy |
5,712
+22
| +0.4% | +$871 | 0.11% | 150 |
|
|
2022
Q3 | $214K | Hold |
5,690
| – | – | 0.11% | 155 |
|
|
2022
Q2 | $225K | Hold |
5,690
| – | – | 0.13% | 135 |
|
|
2022
Q1 | $251K | Hold |
5,690
| – | – | 0.13% | 131 |
|
|
2021
Q4 | $239K | Buy |
5,690
+1,025
| +22% | +$43.1K | 0.12% | 138 |
|
|
2021
Q3 | $182K | Hold |
4,665
| – | – | 0.12% | 146 |
|
|
2021
Q2 | $187K | Hold |
4,665
| – | – | 0.12% | 161 |
|
|
2021
Q1 | $180K | Hold |
4,665
| – | – | 0.15% | 148 |
|
|
2020
Q4 | $154K | Buy |
+4,665
| New | +$154K | 0.14% | 150 |
|