Axxcess 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 | $273K | Buy |
6,439
+77
| +1% | +$3.27K | 0.01% | 747 |
|
2025
Q1 | $282K | Hold |
6,362
| – | – | 0.01% | 705 |
|
2024
Q4 | $275K | Buy |
6,362
+1
| +0% | +$43 | 0.01% | 694 |
|
2024
Q3 | $290K | Hold |
6,361
| – | – | 0.01% | 696 |
|
2024
Q2 | $256K | Buy |
6,361
+1
| +0% | +$40 | 0.01% | 702 |
|
2024
Q1 | $259K | Sell |
6,360
-184
| -3% | -$7.49K | 0.01% | 713 |
|
2023
Q4 | $256K | Sell |
6,544
-429
| -6% | -$16.8K | 0.01% | 696 |
|
2023
Q3 | $245K | Buy |
+6,973
| New | +$245K | 0.01% | 658 |
|
2022
Q4 | – | Sell |
-51,135
| Closed | -$1.81M | – | 679 |
|
2022
Q3 | $1.81M | Buy |
51,135
+43,651
| +583% | +$1.55M | 0.17% | 114 |
|
2022
Q2 | $299K | Sell |
7,484
-4,533
| -38% | -$181K | 0.03% | 393 |
|
2022
Q1 | $528K | Buy |
+12,017
| New | +$528K | 0.04% | 342 |
|