Dumont & Blake Investment 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 | $1.94M | Buy |
45,662
+622
| +1% | +$26.4K | 0.51% | 56 |
|
|
2025
Q1 | $1.99M | Buy |
45,040
+314
| +0.7% | +$13.9K | 0.56% | 49 |
|
|
2024
Q4 | $1.93M | Buy |
44,726
+5,114
| +13% | +$221K | 0.52% | 51 |
|
|
2024
Q3 | $1.81M | Sell |
39,612
-38,069
| -49% | -$1.74M | 0.48% | 55 |
|
|
2024
Q2 | $3.13M | Buy |
77,681
+41,413
| +114% | +$1.67M | 0.44% | 61 |
|
|
2024
Q1 | $1.48M | Buy |
36,268
+8,499
| +31% | +$346K | 0.43% | 65 |
|
|
2023
Q4 | $1.09M | Buy |
27,769
+7,155
| +35% | +$280K | 0.34% | 81 |
|
|
2023
Q3 | $723K | Buy |
20,614
+2,576
| +14% | +$90.3K | 0.24% | 104 |
|
|
2023
Q2 | $669K | Buy |
18,038
+205
| +1% | +$7.6K | 0.22% | 110 |
|
|
2023
Q1 | $678K | Buy |
17,833
+168
| +1% | +$6.39K | 0.23% | 111 |
|
|
2022
Q4 | $699K | Buy |
17,665
+753
| +4% | +$29.8K | 0.25% | 99 |
|
|
2022
Q3 | $600K | Buy |
16,912
+163
| +1% | +$5.78K | 0.22% | 109 |
|
|
2022
Q2 | $668K | Buy |
16,749
+1,250
| +8% | +$49.9K | 0.22% | 116 |
|
|
2022
Q1 | $681K | Buy |
+15,499
| New | +$681K | 0.19% | 126 |
|