AIM
Aspen Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,149
| Closed | -$285K | – | 149 |
|
|
2023
Q3 | $285K | Sell |
8,149
-27,694
| -77% | -$969K | 0.17% | 121 |
|
|
2023
Q2 | $1.33M | Sell |
35,843
-22,270
| -38% | -$826K | 0.79% | 36 |
|
|
2023
Q1 | $2.21M | Buy |
58,113
+35
| +0.1% | +$1.33K | 1.41% | 19 |
|
|
2022
Q4 | $2.3M | Buy |
58,078
+351
| +0.6% | +$13.9K | 1.5% | 16 |
|
|
2022
Q3 | $2.05M | Buy |
57,727
+383
| +0.7% | +$13.6K | 1.37% | 18 |
|
|
2022
Q2 | $2.29M | Buy |
57,344
+6,059
| +12% | +$242K | 1.43% | 18 |
|
|
2022
Q1 | $2.25M | Buy |
51,285
+32,287
| +170% | +$1.42M | 1.18% | 25 |
|
|
2021
Q4 | $799K | Buy |
+18,998
| New | +$799K | 0.39% | 85 |
|