Brighton Jones LLC’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 | $455K | Buy |
10,727
+1,518
| +16% | +$64.4K | 0.01% | 568 |
|
|
2025
Q1 | $408K | Hold |
9,209
| – | – | 0.01% | 448 |
|
|
2024
Q4 | $398K | Buy |
+9,209
| New | +$398K | 0.01% | 449 |
|
|
2024
Q3 | – | Sell |
-9,398
| Closed | -$378K | – | 661 |
|
|
2024
Q2 | $378K | Sell |
9,398
-797
| -8% | -$32.1K | 0.01% | 409 |
|
|
2024
Q1 | $415K | Buy |
10,195
+2,494
| +32% | +$102K | 0.02% | 391 |
|
|
2023
Q4 | $302K | Sell |
7,701
-4,685
| -38% | -$184K | 0.01% | 443 |
|
|
2023
Q3 | $434K | Buy |
+12,386
| New | +$434K | 0.02% | 320 |
|