Avantax Advisory Services’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 | $3.48M | Buy |
82,011
+625
| +0.8% | +$26.5K | 0.02% | 569 |
|
|
2025
Q1 | $3.6M | Buy |
81,386
+56,629
| +229% | +$2.51M | 0.02% | 521 |
|
|
2024
Q4 | $1.07M | Sell |
24,757
-97
| -0.4% | -$4.19K | 0.01% | 1013 |
|
|
2024
Q3 | $1.13M | Sell |
24,854
-1,732
| -7% | -$79.1K | 0.01% | 955 |
|
|
2024
Q2 | $1.07M | Sell |
26,586
-201
| -0.8% | -$8.09K | 0.01% | 941 |
|
|
2024
Q1 | $1.09M | Buy |
26,787
+581
| +2% | +$23.7K | 0.01% | 716 |
|
|
2023
Q4 | $1.03M | Sell |
26,206
-6,594
| -20% | -$258K | 0.01% | 704 |
|
|
2023
Q3 | $1.15M | Buy |
32,800
+3,369
| +11% | +$118K | 0.01% | 628 |
|
|
2023
Q2 | $1.09M | Buy |
29,431
+1,193
| +4% | +$44.2K | 0.01% | 651 |
|
|
2023
Q1 | $1.07M | Sell |
28,238
-1,600
| -5% | -$60.8K | 0.01% | 649 |
|
|
2022
Q4 | $1.18M | Buy |
29,838
+319
| +1% | +$12.6K | 0.02% | 583 |
|
|
2022
Q3 | $1.05M | Sell |
29,519
-187
| -0.6% | -$6.63K | 0.02% | 553 |
|
|
2022
Q2 | $1.19M | Buy |
29,706
+19,646
| +195% | +$784K | 0.02% | 504 |
|
|
2022
Q1 | $442K | Buy |
10,060
+529
| +6% | +$23.2K | 0.01% | 840 |
|
|
2021
Q4 | $401K | Sell |
9,531
-3,724
| -28% | -$157K | 0.01% | 840 |
|
|
2021
Q3 | $522K | Buy |
13,255
+1,966
| +17% | +$77.4K | 0.01% | 710 |
|
|
2021
Q2 | $452K | Buy |
11,289
+3,380
| +43% | +$135K | 0.01% | 737 |
|
|
2021
Q1 | $305K | Buy |
+7,909
| New | +$305K | 0.01% | 800 |
|
|
2020
Q4 | – | Sell |
-12,518
| Closed | -$343K | – | 1310 |
|
|
2020
Q3 | $343K | Buy |
+12,518
| New | +$343K | 0.01% | 962 |
|
|
2020
Q1 | – | Sell |
-8,600
| Closed | -$338K | – | 884 |
|
|
2019
Q4 | $338K | Buy |
+8,600
| New | +$338K | 0.01% | 599 |
|