High Net Worth Advisory Group’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
Q2 | $437K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $449K | Buy |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $415K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $982K | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $828K | Buy |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $794K | Hold |
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|
2021
Q4 | $760K | Buy |
|