FWM
FSA 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 | $87.9K | Buy |
2,070
+24
| +1% | +$1.02K | 0.03% | 96 |
|
|
2025
Q1 | $90.5K | Buy |
2,046
+20
| +1% | +$885 | 0.04% | 92 |
|
|
2024
Q4 | $87.6K | Buy |
2,026
+25
| +1% | +$1.08K | 0.04% | 99 |
|
|
2024
Q3 | $91.4K | Buy |
+2,001
| New | +$91.4K | 0.04% | 101 |
|
|
2024
Q1 | $78.4K | Buy |
1,925
+22
| +1% | +$896 | 0.03% | 102 |
|
|
2023
Q4 | $75K | Buy |
+1,903
| New | +$75K | 0.04% | 98 |
|
|
2021
Q1 | – | Sell |
-3,034
| Closed | -$100K | – | 209 |
|
|
2020
Q4 | $100K | Buy |
+3,034
| New | +$100K | 0.05% | 84 |
|
|
2020
Q3 | – | Sell |
-21,227
| Closed | -$591K | – | 311 |
|
|
2020
Q2 | $591K | Sell |
21,227
-99,812
| -82% | -$2.78M | 0.4% | 26 |
|
|
2020
Q1 | $2.98M | Buy |
121,039
+15,424
| +15% | +$379K | 2.49% | 11 |
|
|
2019
Q4 | $4.17M | Buy |
+105,615
| New | +$4.17M | 2.94% | 9 |
|