EverSource Wealth Advisors’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 | $1.6M | Sell |
37,736
-4,445
| -11% | -$189K | 0.07% | 190 |
|
|
2025
Q1 | $1.87M | Buy |
42,181
+10,721
| +34% | +$475K | 0.1% | 159 |
|
|
2024
Q4 | $1.36M | Buy |
31,460
+31,110
| +8,889% | +$1.35M | 0.08% | 198 |
|
|
2024
Q3 | $16K | Hold |
350
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q2 | $15.1K | Buy |
350
+100
| +40% | +$4.31K | ﹤0.01% | 1644 |
|
|
2024
Q1 | $9.84K | Buy |
250
+150
| +150% | +$5.9K | ﹤0.01% | 1695 |
|
|
2023
Q4 | $3.92K | Hold |
100
| – | – | ﹤0.01% | 1956 |
|
|
2023
Q3 | $3.51K | Hold |
100
| – | – | ﹤0.01% | 1835 |
|
|
2023
Q2 | $3.71K | Sell |
100
-118
| -54% | -$4.38K | ﹤0.01% | 1841 |
|
|
2023
Q1 | $8.28K | Buy |
218
+118
| +118% | +$4.48K | ﹤0.01% | 1442 |
|
|
2022
Q4 | $3.96K | Buy |
+100
| New | +$3.96K | ﹤0.01% | 1695 |
|