Gerber Kawasaki Wealth & Investment Management’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 | $287K | Sell |
6,754
-383
| -5% | -$16.3K | 0.01% | 264 |
|
|
2025
Q1 | $316K | Hold |
7,137
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $309K | Sell |
7,137
-1,073
| -13% | -$46.4K | 0.01% | 230 |
|
|
2024
Q3 | $375K | Buy |
8,210
+94
| +1% | +$4.29K | 0.02% | 209 |
|
|
2024
Q2 | $327K | Sell |
8,116
-2,571
| -24% | -$103K | 0.02% | 212 |
|
|
2024
Q1 | $435K | Buy |
10,687
+1,429
| +15% | +$58.2K | 0.02% | 184 |
|
|
2023
Q4 | $363K | Buy |
9,258
+349
| +4% | +$13.7K | 0.02% | 188 |
|
|
2023
Q3 | $312K | Sell |
8,909
-1,057
| -11% | -$37.1K | 0.02% | 195 |
|
|
2023
Q2 | $370K | Buy |
9,966
+21
| +0.2% | +$779 | 0.02% | 179 |
|
|
2023
Q1 | $378K | Buy |
9,945
+3,495
| +54% | +$133K | 0.03% | 180 |
|
|
2022
Q4 | $255K | Buy |
+6,450
| New | +$255K | 0.02% | 207 |
|