BIA
Barry Investment Advisors’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 | $16M | Buy |
375,953
+18,935
| +5% | +$804K | 3.97% | 6 |
|
|
2025
Q1 | $15.8M | Buy |
357,018
+10,968
| +3% | +$485K | 4.2% | 6 |
|
|
2024
Q4 | $15M | Buy |
346,050
+19,707
| +6% | +$852K | 4.81% | 5 |
|
|
2024
Q3 | $14.9M | Buy |
326,343
+14,737
| +5% | +$673K | 4.55% | 5 |
|
|
2024
Q2 | $12.5M | Buy |
311,606
+8,851
| +3% | +$356K | 4.22% | 5 |
|
|
2024
Q1 | $12.3M | Buy |
302,755
+16,071
| +6% | +$654K | 4.11% | 5 |
|
|
2023
Q4 | $11.2M | Buy |
286,684
+93,553
| +48% | +$3.67M | 3.8% | 6 |
|
|
2023
Q3 | $6.77M | Buy |
193,131
+143,685
| +291% | +$5.04M | 2.44% | 13 |
|
|
2023
Q2 | $1.83M | Buy |
+49,446
| New | +$1.83M | 0.62% | 37 |
|