Householder Group Estate & Retirement Specialist’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $208K | Sell |
4,822
-11,010
| -70% | -$475K | 0.16% | 99 |
|
|
2024
Q3 | $722K | Sell |
15,832
-5,542
| -26% | -$253K | 0.21% | 99 |
|
|
2024
Q2 | $859K | Sell |
21,374
-7,660
| -26% | -$308K | 0.24% | 92 |
|
|
2024
Q1 | $1.18M | Sell |
29,034
-977
| -3% | -$39.8K | 0.35% | 58 |
|
|
2023
Q4 | $1.18M | Sell |
30,011
-428
| -1% | -$16.8K | 0.39% | 52 |
|
|
2023
Q3 | $1.07M | Buy |
+30,439
| New | +$1.07M | 0.38% | 53 |
|
|
2023
Q1 | $1.15M | Buy |
+30,299
| New | +$1.15M | 0.44% | 50 |
|
|
2022
Q4 | – | Sell |
-24,564
| Closed | -$871K | – | 1032 |
|
|
2022
Q3 | $871K | Buy |
24,564
+3,222
| +15% | +$114K | 0.36% | 64 |
|
|
2022
Q2 | $852K | Buy |
21,342
+16,770
| +367% | +$669K | 0.38% | 57 |
|
|
2022
Q1 | $201K | Buy |
+4,572
| New | +$201K | 0.08% | 191 |
|