Angeles Wealth Management’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-830
| Closed | -$36.7K | – | 450 |
|
|
2025
Q1 | $36.7K | Hold |
830
| – | – | ﹤0.01% | 342 |
|
|
2024
Q4 | $35.9K | Hold |
830
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $37.9K | Hold |
830
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $33.4K | Sell |
830
-21
| -2% | -$845 | ﹤0.01% | 267 |
|
|
2024
Q1 | $34.6K | Sell |
851
-120
| -12% | -$4.89K | ﹤0.01% | 261 |
|
|
2023
Q4 | $38.1K | Hold |
971
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $34.1K | Sell |
971
-1,574
| -62% | -$55.2K | ﹤0.01% | 205 |
|
|
2023
Q2 | $94.4K | Sell |
2,545
-430,697
| -99% | -$16M | 0.01% | 193 |
|
|
2023
Q1 | $16.5M | Buy |
433,242
+43,231
| +11% | +$1.64M | 2.45% | 13 |
|
|
2022
Q4 | $15.4M | Buy |
390,011
+28,757
| +8% | +$1.14M | 2.7% | 11 |
|
|
2022
Q3 | $12.8M | Buy |
361,254
+24,593
| +7% | +$872K | 2.54% | 11 |
|
|
2022
Q2 | $13.4M | Buy |
336,661
+86,605
| +35% | +$3.46M | 2.68% | 12 |
|
|
2022
Q1 | $11M | Buy |
+250,056
| New | +$11M | 2.08% | 13 |
|