CWM
Collaborative Wealth Management’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 | $201K | Sell |
4,743
-13
| -0.3% | -$552 | 0.09% | 172 |
|
|
2025
Q1 | $211K | Buy |
4,756
+120
| +3% | +$5.31K | 0.1% | 162 |
|
|
2024
Q4 | $200K | Sell |
4,636
-32
| -0.7% | -$1.38K | 0.09% | 169 |
|
|
2024
Q3 | $213K | Sell |
4,668
-944
| -17% | -$43.1K | 0.1% | 164 |
|
|
2024
Q2 | $226K | Buy |
+5,612
| New | +$226K | 0.11% | 149 |
|