Dakota Wealth Management’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 | $14.2M | Buy |
333,498
+24,158
| +8% | +$1.03M | 0.3% | 65 |
|
2025
Q1 | $13.7M | Buy |
309,340
+17,320
| +6% | +$767K | 0.32% | 63 |
|
2024
Q4 | $12.6M | Buy |
292,020
+109,964
| +60% | +$4.75M | 0.29% | 80 |
|
2024
Q3 | $8.31M | Buy |
182,056
+30,989
| +21% | +$1.41M | 0.19% | 108 |
|
2024
Q2 | $6.08M | Buy |
151,067
+142,515
| +1,666% | +$5.73M | 0.14% | 129 |
|
2024
Q1 | $348K | Buy |
+8,552
| New | +$348K | 0.01% | 557 |
|