Belpointe Asset Management’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 | $236K | Buy |
5,555
+306
| +6% | +$13K | 0.01% | 825 |
|
|
2025
Q1 | $232K | Buy |
+5,249
| New | +$232K | 0.01% | 801 |
|
|
2023
Q2 | – | Sell |
-8,998
| Closed | -$342K | – | 2999 |
|
|
2023
Q1 | $342K | Sell |
8,998
-1,555
| -15% | -$59.1K | 0.02% | 697 |
|
|
2022
Q4 | $418K | Buy |
10,553
+1,676
| +19% | +$66.3K | 0.03% | 618 |
|
|
2022
Q3 | $315K | Sell |
8,877
-12,084
| -58% | -$429K | 0.02% | 671 |
|
|
2022
Q2 | $836K | Buy |
20,961
+18,148
| +645% | +$724K | 0.06% | 341 |
|
|
2022
Q1 | $124K | Buy |
2,813
+209
| +8% | +$9.21K | 0.01% | 1121 |
|
|
2021
Q4 | $110K | Sell |
2,604
-166
| -6% | -$7.01K | 0.01% | 1148 |
|
|
2021
Q3 | $107K | Buy |
+2,770
| New | +$107K | 0.01% | 1131 |
|
|
2020
Q2 | – | Sell |
-7,205
| Closed | -$177K | – | 758 |
|
|
2020
Q1 | $177K | Sell |
7,205
-9,300
| -56% | -$228K | 0.03% | 450 |
|
|
2019
Q4 | $651K | Buy |
+16,505
| New | +$651K | 0.08% | 266 |
|