EFG
Erickson Financial Group’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
8,748
-158
| -2% | -$6.71K | 0.25% | 18 |
|
|
2025
Q1 | $394K | Buy |
8,906
+223
| +3% | +$9.87K | 0.29% | 18 |
|
|
2024
Q4 | $375K | Sell |
8,683
-1,076
| -11% | -$46.5K | 0.27% | 18 |
|
|
2024
Q3 | $445K | Sell |
9,759
-134,566
| -93% | -$6.14M | 0.32% | 18 |
|
|
2024
Q2 | $5.81M | Sell |
144,325
-3,856
| -3% | -$155K | 4.43% | 9 |
|
|
2024
Q1 | $6.03M | Sell |
148,181
-6,608
| -4% | -$269K | 4.73% | 9 |
|
|
2023
Q4 | $6.07M | Buy |
154,789
+798
| +0.5% | +$31.3K | 5.04% | 9 |
|
|
2023
Q3 | $5.4M | Buy |
153,991
+3,744
| +2% | +$131K | 5.05% | 9 |
|
|
2023
Q2 | $5.57M | Buy |
150,247
+26,008
| +21% | +$964K | 5.05% | 9 |
|
|
2023
Q1 | $4.72M | Buy |
124,239
+3,590
| +3% | +$136K | 4.68% | 9 |
|
|
2022
Q4 | $4.78M | Buy |
120,649
+61,978
| +106% | +$2.45M | 5.17% | 9 |
|
|
2022
Q3 | $2.08M | Buy |
58,671
+3,907
| +7% | +$139K | 2.31% | 11 |
|
|
2022
Q2 | $2.19M | Buy |
54,764
+972
| +2% | +$38.8K | 2.34% | 11 |
|
|
2022
Q1 | $2.36M | Sell |
53,792
-46,316
| -46% | -$2.04M | 2.13% | 11 |
|
|
2021
Q4 | $4.21M | Buy |
+100,108
| New | +$4.21M | 3.63% | 11 |
|