Elwood & Goetz Wealth Advisory Group’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 | $429K | Hold |
10,114
| – | – | 0.09% | 63 |
|
|
2025
Q1 | $448K | Sell |
10,114
-288
| -3% | -$12.7K | 0.11% | 58 |
|
|
2024
Q4 | $450K | Hold |
10,402
| – | – | 0.11% | 55 |
|
|
2024
Q3 | $475K | Buy |
10,402
+93
| +0.9% | +$4.25K | 0.12% | 56 |
|
|
2024
Q2 | $415K | Hold |
10,309
| – | – | 0.12% | 49 |
|
|
2024
Q1 | $420K | Sell |
10,309
-16
| -0.2% | -$651 | 0.1% | 55 |
|
|
2023
Q4 | $405K | Hold |
10,325
| – | – | 0.09% | 54 |
|
|
2023
Q3 | $362K | Hold |
10,325
| – | – | 0.08% | 54 |
|
|
2023
Q2 | $383K | Buy |
10,325
+897
| +10% | +$33.3K | 0.09% | 47 |
|
|
2023
Q1 | $358K | Hold |
9,428
| – | – | 0.09% | 47 |
|
|
2022
Q4 | $373K | Buy |
9,428
+207
| +2% | +$8.19K | 0.11% | 46 |
|
|
2022
Q3 | $327K | Sell |
9,221
-1,677
| -15% | -$59.5K | 0.11% | 49 |
|
|
2022
Q2 | $435K | Sell |
10,898
-675
| -6% | -$26.9K | 0.15% | 40 |
|
|
2022
Q1 | $509K | Hold |
11,573
| – | – | 0.16% | 42 |
|
|
2021
Q4 | $487K | Hold |
11,573
| – | – | 0.15% | 40 |
|
|
2021
Q3 | $453K | Hold |
11,573
| – | – | 0.16% | 36 |
|
|
2021
Q2 | $464K | Hold |
11,573
| – | – | 0.17% | 34 |
|
|
2021
Q1 | $446K | Hold |
11,573
| – | – | 0.19% | 32 |
|
|
2020
Q4 | $381K | Buy |
+11,573
| New | +$381K | 0.17% | 34 |
|