Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.19M | Buy |
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|
2025
Q2 | $6.62M | Buy |
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|
2025
Q1 | $6.57M | Sell |
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|
2024
Q4 | $6.64M | Buy |
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|
2024
Q3 | $6.57M | Sell |
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|
2024
Q2 | $5.86M | Sell |
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|
2024
Q1 | $6.28M | Sell |
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|
2023
Q4 | $6.08M | Sell |
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|
2023
Q3 | $5.97M | Sell |
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|
2023
Q2 | $7.09M | Sell |
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|
2023
Q1 | $7.33M | Buy |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q2 | $146K | Hold |
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|
2021
Q1 | $146K | Hold |
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|
2020
Q4 | $146K | Hold |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $146K | Hold |
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|
2020
Q1 | $146K | Hold |
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|
2019
Q4 | $146K | Hold |
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|
2019
Q3 | $146K | Hold |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $146K | Buy |
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