Erickson Financial Group’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $445K | Sell |
|
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|
2024
Q2 | $5.81M | Sell |
|
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|
2024
Q1 | $6.03M | Sell |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $5.4M | Buy |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $4.72M | Buy |
|
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|
2022
Q4 | $4.78M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $4.21M | Buy |
|