Fortis Group Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,871
| Closed | -$216K | – | 553 |
|
|
2025
Q1 | $216K | Buy |
4,871
+14
| +0.3% | +$620 | 0.04% | 184 |
|
|
2024
Q4 | $210K | Sell |
4,857
-560
| -10% | -$24.2K | 0.04% | 188 |
|
|
2024
Q3 | $247K | Buy |
5,417
+21
| +0.4% | +$959 | 0.05% | 167 |
|
|
2024
Q2 | $217K | Sell |
5,396
-2,835
| -34% | -$114K | 0.04% | 172 |
|
|
2024
Q1 | $335K | Sell |
8,231
-662
| -7% | -$27K | 0.06% | 156 |
|
|
2023
Q4 | $338K | Hold |
8,893
| – | – | 0.08% | 95 |
|
|
2023
Q3 | $338K | Sell |
8,893
-175
| -2% | -$6.65K | 0.1% | 88 |
|
|
2023
Q2 | $336K | Buy |
9,068
+70
| +0.8% | +$2.6K | 0.09% | 101 |
|
|
2023
Q1 | $343K | Buy |
+8,998
| New | +$343K | 0.1% | 85 |
|