AWM
Austin 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 | $1.03M | Sell |
23,990
-3,489
| -13% | -$149K | 0.18% | 67 |
|
|
2025
Q1 | $1.15M | Buy |
27,479
+1,239
| +5% | +$51.8K | 0.23% | 55 |
|
|
2024
Q4 | $1.15M | Buy |
26,240
+24
| +0.1% | +$1.05K | 0.24% | 56 |
|
|
2024
Q3 | $1.18M | Buy |
26,216
+1,080
| +4% | +$48.6K | 0.26% | 49 |
|
|
2024
Q2 | $1.04M | Buy |
25,136
+553
| +2% | +$22.8K | 0.24% | 54 |
|
|
2024
Q1 | $1.01M | Buy |
24,583
+3,021
| +14% | +$124K | 0.25% | 53 |
|
|
2023
Q4 | $832K | Buy |
21,562
+970
| +5% | +$37.4K | 0.22% | 55 |
|
|
2023
Q3 | $739K | Buy |
+20,592
| New | +$739K | 0.23% | 54 |
|