GSWM
Golden State 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 | $12.3K | Buy |
290
+2
| +0.7% | +$85 | ﹤0.01% | 1025 |
|
|
2025
Q1 | $12.8K | Buy |
288
+5
| +2% | +$222 | ﹤0.01% | 923 |
|
|
2024
Q4 | $12.2K | Buy |
+283
| New | +$12.2K | ﹤0.01% | 909 |
|
|
2022
Q1 | – | Sell |
-5,856
| Closed | -$246K | – | 356 |
|
|
2021
Q4 | $246K | Sell |
5,856
-800
| -12% | -$33.6K | 0.04% | 326 |
|
|
2021
Q3 | $260K | Sell |
6,656
-1,862
| -22% | -$72.7K | 0.06% | 252 |
|
|
2021
Q2 | $341K | Sell |
8,518
-100
| -1% | -$4K | 0.08% | 208 |
|
|
2021
Q1 | $331K | Sell |
8,618
-2,025
| -19% | -$77.8K | 0.11% | 135 |
|
|
2020
Q4 | $351K | Sell |
10,643
-1,000
| -9% | -$33K | 0.1% | 158 |
|
|
2020
Q3 | $319K | Buy |
11,643
+210
| +2% | +$5.75K | 0.11% | 137 |
|
|
2020
Q2 | $318K | Buy |
11,433
+5,558
| +95% | +$155K | 0.1% | 129 |
|
|
2020
Q1 | $145K | Buy |
+5,875
| New | +$145K | 0.06% | 195 |
|
|
2019
Q4 | – | Sell |
-27,474
| Closed | -$1.04M | – | 793 |
|
|
2019
Q3 | $1.04M | Sell |
27,474
-645
| -2% | -$24.5K | 0.34% | 58 |
|
|
2019
Q2 | $1.07M | Buy |
28,119
+2,672
| +11% | +$102K | 0.34% | 62 |
|
|
2019
Q1 | $963K | Buy |
+25,447
| New | +$963K | 0.32% | 63 |
|