Heartwood Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.46M | Buy |
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|
2025
Q2 | $4.97M | Buy |
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|
2025
Q1 | $5.05M | Buy |
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|
2024
Q4 | $4.89M | Sell |
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|
2024
Q3 | $5.16M | Buy |
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|
2024
Q2 | $4.38M | Buy |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $23.8M | Buy |
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|
2023
Q2 | $24.3M | Buy |
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|
2023
Q1 | $24.6M | Buy |
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|
2022
Q4 | $24.4M | Sell |
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|
2022
Q3 | $22M | Buy |
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|
2022
Q2 | $23.9M | Buy |
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|
2022
Q1 | $26M | Sell |
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|
2021
Q4 | $25.5M | Buy |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $8.36M | Buy |
|