HNWAG
High Net Worth Advisory Group’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 | $437K | Sell |
10,297
-93
| -0.9% | -$3.95K | 0.12% | 140 |
|
|
2025
Q1 | $460K | Buy |
10,390
+5
| +0% | +$221 | 0.13% | 132 |
|
|
2024
Q4 | $449K | Buy |
10,385
+58
| +0.6% | +$2.51K | 0.13% | 136 |
|
|
2024
Q3 | $471K | Buy |
10,327
+6
| +0.1% | +$274 | 0.13% | 130 |
|
|
2024
Q2 | $415K | Buy |
10,321
+7
| +0.1% | +$282 | 0.13% | 133 |
|
|
2024
Q1 | $420K | Buy |
10,314
+5
| +0% | +$204 | 0.13% | 129 |
|
|
2023
Q4 | $404K | Sell |
10,309
-17,682
| -63% | -$693K | 0.15% | 125 |
|
|
2023
Q3 | $982K | Buy |
27,991
+62
| +0.2% | +$2.17K | 0.39% | 66 |
|
|
2023
Q2 | $1.04M | Buy |
27,929
+3,114
| +13% | +$115K | 0.4% | 63 |
|
|
2023
Q1 | $943K | Buy |
24,815
+3,885
| +19% | +$148K | 0.38% | 66 |
|
|
2022
Q4 | $828K | Buy |
20,930
+104
| +0.5% | +$4.12K | 0.32% | 75 |
|
|
2022
Q3 | $739K | Buy |
20,826
+1,002
| +5% | +$35.6K | 0.32% | 77 |
|
|
2022
Q2 | $791K | Buy |
19,824
+1,753
| +10% | +$69.9K | 0.33% | 72 |
|
|
2022
Q1 | $794K | Hold |
18,071
| – | – | 0.29% | 80 |
|
|
2021
Q4 | $760K | Buy |
+18,071
| New | +$760K | 0.27% | 78 |
|