Clearstead 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 | $4.34K | Buy |
102
+35
| +52% | +$1.49K | ﹤0.01% | 2147 |
|
|
2025
Q1 | $2.96K | Buy |
67
+57
| +570% | +$2.52K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $433 | Hold |
10
| – | – | ﹤0.01% | 1988 |
|
|
2024
Q3 | $457 | Hold |
10
| – | – | ﹤0.01% | 1955 |
|
|
2024
Q2 | $403 | Buy |
+10
| New | +$403 | ﹤0.01% | 1946 |
|
|
2022
Q4 | – | Sell |
-170
| Closed | -$6K | – | 1370 |
|
|
2022
Q3 | $6K | Sell |
170
-1,740
| -91% | -$61.4K | ﹤0.01% | 957 |
|
|
2022
Q2 | $76K | Hold |
1,910
| – | – | 0.01% | 537 |
|
|
2022
Q1 | $84K | Sell |
1,910
-1,766
| -48% | -$77.7K | 0.01% | 579 |
|
|
2021
Q4 | $155K | Buy |
+3,676
| New | +$155K | 0.01% | 433 |
|