Curran Financial Partners’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 | $19.1M | Sell |
450,729
-22,133
| -5% | -$939K | 4.23% | 3 |
|
|
2025
Q1 | $20.9M | Buy |
472,862
+46,533
| +11% | +$2.06M | 5.14% | 3 |
|
|
2024
Q4 | $18.4M | Buy |
426,329
+30,323
| +8% | +$1.31M | 4.84% | 3 |
|
|
2024
Q3 | $18.1M | Buy |
396,006
+15,510
| +4% | +$708K | 5.13% | 3 |
|
|
2024
Q2 | $15.3M | Buy |
380,496
+9,214
| +2% | +$371K | 5.12% | 3 |
|
|
2024
Q1 | $15.1M | Buy |
371,282
+10,333
| +3% | +$421K | 5.26% | 3 |
|
|
2023
Q4 | $13.8M | Buy |
360,949
+20,009
| +6% | +$768K | 5.31% | 3 |
|
|
2023
Q3 | $12M | Buy |
340,940
+18,625
| +6% | +$653K | 5.21% | 3 |
|
|
2023
Q2 | $12M | Buy |
322,315
+27,407
| +9% | +$1.02M | 5.19% | 3 |
|
|
2023
Q1 | $11.2M | Buy |
294,908
+36,715
| +14% | +$1.4M | 5.32% | 3 |
|
|
2022
Q4 | $10.2M | Buy |
258,193
+27,433
| +12% | +$1.09M | 4.93% | 4 |
|
|
2022
Q3 | $8.19M | Sell |
230,760
-11,208
| -5% | -$398K | 4.15% | 10 |
|
|
2022
Q2 | $9.66M | Buy |
241,968
+67,134
| +38% | +$2.68M | 4.56% | 9 |
|
|
2022
Q1 | $7.68M | Buy |
174,834
+56,389
| +48% | +$2.48M | 3.16% | 11 |
|
|
2021
Q4 | $4.98M | Buy |
118,445
+45,740
| +63% | +$1.92M | 2.11% | 15 |
|
|
2021
Q3 | $2.85M | Buy |
72,705
+31,432
| +76% | +$1.23M | 1.46% | 21 |
|
|
2021
Q2 | $1.66M | Buy |
+41,273
| New | +$1.66M | 0.91% | 30 |
|