Golden State Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.4K	Sell	227 -112	-33%	-$5.15K	﹤0.01%	1080
2025 Q4	$14.7K	Buy	339 +2	+0.6%	+$87	﹤0.01%	999
2025 Q3	$14.8K	Buy	337 +47	+16%	+$2.06K	﹤0.01%	994
2025 Q2	$12.3K	Buy	290 +2	+0.7%	+$84	﹤0.01%	1025
2025 Q1	$12.8K	Buy	288 +5	+2%	+$220	﹤0.01%	923
2024 Q4	$12.2K	Buy	+283	New	+$12.8K	﹤0.01%	909
2022 Q1	–	Sell	-5,856	Closed	-$246K	–	356
2021 Q4	$246K	Sell	5,856 -800	-12%	-$32.6K	0.04%	326
2021 Q3	$260K	Sell	6,656 -1,862	-22%	-$74.1K	0.06%	252
2021 Q2	$341K	Sell	8,518 -100	-1%	-$4.07K	0.08%	208
2021 Q1	$331K	Sell	8,618 -2,025	-19%	-$73.8K	0.11%	135
2020 Q4	$351K	Sell	10,643 -1,000	-9%	-$30.9K	0.1%	158
2020 Q3	$319K	Buy	11,643 +210	+2%	+$5.94K	0.11%	137
2020 Q2	$318K	Buy	11,433 +5,558	+95%	+$152K	0.1%	129
2020 Q1	$145K	Buy	+5,875	New	+$205K	0.06%	195
2019 Q4	–	Sell	-27,474	Closed	-$1.04M	–	808
2019 Q3	$1.04M	Sell	27,474 -645	-2%	-$24.1K	0.34%	58
2019 Q2	$1.07M	Buy	28,119 +2,672	+11%	+$101K	0.34%	62
2019 Q1	$963K	Buy	+25,447	New	+$938K	0.32%	63