Evercore Wealth Management’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 | $253K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $272K | Hold |
|
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|
2024
Q2 | $240K | Hold |
|
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|
2024
Q1 | $243K | Sell |
|
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|
2023
Q4 | $346K | Hold |
|
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|
2023
Q3 | $309K | Hold |
|
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $335K | Sell |
|
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $402K | Hold |
|
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|
2022
Q2 | $452K | Hold |
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|
2022
Q1 | $498K | Hold |
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|
2021
Q4 | $476K | Hold |
|
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $454K | Hold |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $373K | Buy |
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