B. Riley Wealth Advisors’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 | $307K | Buy |
+7,244
| New | +$307K | 0.01% | 684 |
|
|
2024
Q4 | $222K | Sell |
5,135
-12,369
| -71% | -$535K | 0.01% | 995 |
|
|
2024
Q3 | $793K | Sell |
17,504
-2,181
| -11% | -$98.8K | 0.02% | 563 |
|
|
2024
Q2 | $792K | Sell |
19,685
-37,448
| -66% | -$1.51M | 0.02% | 619 |
|
|
2024
Q1 | $2M | Sell |
57,133
-7,191
| -11% | -$252K | 0.05% | 352 |
|
|
2023
Q4 | $2.52M | Buy |
64,324
+7,191
| +13% | +$282K | 0.07% | 293 |
|
|
2023
Q3 | $2M | Sell |
57,133
-2,753
| -5% | -$96.5K | 0.05% | 352 |
|
|
2023
Q2 | $2.22M | Sell |
59,886
-3,189
| -5% | -$118K | 0.05% | 346 |
|
|
2023
Q1 | $2.4M | Buy |
63,075
+1,268
| +2% | +$48.2K | 0.06% | 303 |
|
|
2022
Q4 | $2.45M | Sell |
61,807
-4,007
| -6% | -$159K | 0.07% | 294 |
|
|
2022
Q3 | $2.34M | Buy |
65,814
+51,778
| +369% | +$1.84M | 0.07% | 274 |
|
|
2022
Q2 | $561K | Sell |
14,036
-231
| -2% | -$9.23K | 0.02% | 611 |
|
|
2022
Q1 | $627K | Buy |
14,267
+853
| +6% | +$37.5K | 0.02% | 639 |
|
|
2021
Q4 | $565K | Buy |
13,414
+5,136
| +62% | +$216K | 0.02% | 747 |
|
|
2021
Q3 | $324K | Buy |
8,278
+14
| +0.2% | +$548 | 0.01% | 999 |
|
|
2021
Q2 | $332K | Buy |
8,264
+13
| +0.2% | +$522 | 0.01% | 965 |
|
|
2021
Q1 | $318K | Buy |
+8,251
| New | +$318K | 0.01% | 963 |
|