Gladstone Institutional Advisory’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 | $1.3M | Buy |
30,582
+10,222
| +50% | +$434K | 0.05% | 306 |
|
|
2025
Q1 | $901K | Buy |
20,360
+5,509
| +37% | +$244K | 0.04% | 352 |
|
|
2024
Q4 | $642K | Sell |
14,851
-997
| -6% | -$43.1K | 0.03% | 402 |
|
|
2024
Q3 | $723K | Sell |
15,848
-15
| -0.1% | -$685 | 0.04% | 368 |
|
|
2024
Q2 | $638K | Buy |
15,863
+1,428
| +10% | +$57.4K | 0.03% | 375 |
|
|
2024
Q1 | $588K | Buy |
14,435
+6,868
| +91% | +$280K | 0.03% | 378 |
|
|
2023
Q4 | $297K | Buy |
7,567
+1,779
| +31% | +$69.7K | 0.02% | 526 |
|
|
2023
Q3 | $203K | Buy |
5,788
+171
| +3% | +$6K | 0.01% | 578 |
|
|
2023
Q2 | $208K | Buy |
+5,617
| New | +$208K | 0.01% | 591 |
|