EWM
Evercore Wealth Management’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 | $253K | Hold |
5,969
| – | – | ﹤0.01% | 359 |
|
|
2025
Q1 | $264K | Hold |
5,969
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $258K | Hold |
5,969
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $272K | Hold |
5,969
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $240K | Hold |
5,969
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $243K | Sell |
5,969
-2,849
| -32% | -$116K | ﹤0.01% | 375 |
|
|
2023
Q4 | $346K | Hold |
8,818
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $309K | Hold |
8,818
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $327K | Hold |
8,818
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $335K | Sell |
8,818
-2,502
| -22% | -$95.1K | 0.01% | 310 |
|
|
2022
Q4 | $448K | Hold |
11,320
| – | – | 0.01% | 280 |
|
|
2022
Q3 | $402K | Hold |
11,320
| – | – | 0.01% | 277 |
|
|
2022
Q2 | $452K | Hold |
11,320
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $498K | Hold |
11,320
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $476K | Hold |
11,320
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $443K | Hold |
11,320
| – | – | 0.01% | 304 |
|
|
2021
Q2 | $454K | Hold |
11,320
| – | – | 0.01% | 303 |
|
|
2021
Q1 | $436K | Hold |
11,320
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $373K | Buy |
+11,320
| New | +$373K | 0.01% | 327 |
|