Concurrent Investment Advisors’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 | $1.34M | Buy |
31,609
+2,601
| +9% | +$110K | 0.03% | 520 |
|
|
2025
Q1 | $1.28M | Buy |
29,008
+5,969
| +26% | +$264K | 0.03% | 474 |
|
|
2024
Q4 | $996K | Buy |
23,039
+2,421
| +12% | +$105K | 0.03% | 482 |
|
|
2024
Q3 | $941K | Buy |
20,618
+18
| +0.1% | +$822 | 0.03% | 477 |
|
|
2024
Q2 | $829K | Buy |
20,600
+45
| +0.2% | +$1.81K | 0.03% | 472 |
|
|
2024
Q1 | $837K | Hold |
20,555
| – | – | 0.03% | 409 |
|
|
2023
Q4 | $806K | Buy |
+20,555
| New | +$806K | 0.04% | 373 |
|