FSC Wealth 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 | $534K | Sell |
12,580
-308
| -2% | -$13.1K | 0.34% | 40 |
|
|
2025
Q1 | $570K | Sell |
12,888
-1,131
| -8% | -$50.1K | 0.37% | 37 |
|
|
2024
Q4 | $606K | Buy |
14,019
+511
| +4% | +$22.1K | 0.39% | 40 |
|
|
2024
Q3 | $617K | Buy |
13,508
+517
| +4% | +$23.6K | 0.44% | 39 |
|
|
2024
Q2 | $523K | Buy |
12,991
+296
| +2% | +$11.9K | 0.39% | 34 |
|
|
2024
Q1 | $517K | Buy |
12,695
+8,470
| +200% | +$345K | 0.36% | 34 |
|
|
2023
Q4 | $166K | Sell |
4,225
-202
| -5% | -$7.92K | 0.12% | 54 |
|
|
2023
Q3 | $155K | Buy |
4,427
+315
| +8% | +$11K | 0.16% | 35 |
|
|
2023
Q2 | $152K | Buy |
4,112
+617
| +18% | +$22.9K | 0.14% | 34 |
|
|
2023
Q1 | $133K | Buy |
3,495
+1,965
| +128% | +$74.7K | 0.21% | 29 |
|
|
2022
Q4 | $60.6K | Sell |
1,530
-9
| -0.6% | -$356 | 0.1% | 44 |
|
|
2022
Q3 | $55K | Sell |
1,539
-322
| -17% | -$11.5K | 0.53% | 36 |
|
|
2022
Q2 | $74K | Buy |
1,861
+197
| +12% | +$7.83K | 0.66% | 34 |
|
|
2022
Q1 | $73K | Sell |
1,664
-94
| -5% | -$4.12K | 0.07% | 46 |
|
|
2021
Q4 | $74K | Buy |
+1,758
| New | +$74K | 0.05% | 59 |
|