IFP Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $89.9K | Buy |
1,974
+7
| +0.4% | +$322 | ﹤0.01% | 1914 |
|
|
2025
Q4 | $85.1K | Buy |
1,967
+650
| +49% | +$28.2K | ﹤0.01% | 1902 |
|
|
2025
Q3 | $57.9K | Buy |
1,317
+484
| +58% | +$21.2K | ﹤0.01% | 2006 |
|
|
2025
Q2 | $35.4K | Buy |
+833
| New | +$35K | ﹤0.01% | 2233 |
|
|
2025
Q1 | – | Sell |
-100
| Closed | -$4.32K | – | 4669 |
|
|
2024
Q4 | $4.32K | Sell |
100
-600
| -86% | -$27.2K | ﹤0.01% | 2839 |
|
|
2024
Q3 | $32K | Sell |
700
-125
| -15% | -$5.43K | ﹤0.01% | 1933 |
|
|
2024
Q2 | $33.2K | Sell |
825
-800
| -49% | -$32.1K | ﹤0.01% | 1842 |
|
|
2024
Q1 | $66.2K | Hold |
1,625
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q4 | $63.7K | Sell |
1,625
-1,535
| -49% | -$55.1K | ﹤0.01% | 1442 |
|
|
2023
Q3 | $111K | Sell |
3,160
-5,475
| -63% | -$204K | 0.01% | 1207 |
|
|
2023
Q2 | $320K | Sell |
8,635
-3,196
| -27% | -$118K | 0.01% | 814 |
|
|
2023
Q1 | $380K | Sell |
11,831
-11,117
| -48% | -$444K | 0.02% | 694 |
|
|
2022
Q4 | $742K | Sell |
22,948
-421
| -2% | -$16.5K | 0.02% | 737 |
|
|
2022
Q3 | $755K | Buy |
23,369
+6,239
| +36% | +$251K | 0.02% | 738 |
|
|
2022
Q2 | $553K | Hold |
17,130
| – | – | 0.02% | 801 |
|
|
2022
Q1 | $553K | Buy |
17,130
+12,724
| +289% | +$548K | 0.02% | 801 |
|
|
2021
Q4 | $185K | Buy |
4,406
+360
| +9% | +$14.7K | ﹤0.01% | 986 |
|
|
2021
Q3 | $159K | Buy |
4,046
+50
| +1% | +$1.99K | ﹤0.01% | 1079 |
|
|
2021
Q2 | $160K | Buy |
3,996
+2,771
| +226% | +$113K | ﹤0.01% | 1022 |
|
|
2021
Q1 | $48K | Buy |
1,225
+50
| +4% | +$1.82K | ﹤0.01% | 1488 |
|
|
2020
Q4 | $39K | Buy |
1,175
+975
| +488% | +$30.1K | ﹤0.01% | 1539 |
|
|
2020
Q3 | $5K | Sell |
200
-5,110
| -96% | -$144K | ﹤0.01% | 2188 |
|
|
2020
Q2 | $148K | Sell |
5,310
-12,287
| -70% | -$336K | 0.01% | 780 |
|
|
2020
Q1 | $453K | Sell |
17,597
-56,720
| -76% | -$1.98M | 0.05% | 374 |
|
|
2019
Q4 | $2.93M | Buy |
74,317
+2,784
| +4% | +$107K | 0.22% | 104 |
|
|
2019
Q3 | $2.72M | Buy |
+71,533
| New | +$2.68M | 0.18% | 124 |
|
|
2019
Q1 | $13K | Sell |
350
-23,858
| -99% | -$880K | ﹤0.01% | 1512 |
|
|
2018
Q4 | $821K | Buy |
24,208
+2,204
| +10% | +$80.6K | 0.05% | 394 |
|
|
2018
Q3 | $825K | Buy |
22,004
+6,501
| +42% | +$246K | 0.03% | 490 |
|
|
2018
Q2 | $578K | Buy |
15,503
+9,517
| +159% | +$347K | 0.02% | 602 |
|
|
2018
Q1 | $224K | Hold |
5,986
| – | – | 0.01% | 938 |
|
|
2017
Q4 | $224K | Buy |
5,986
+5,458
| +1,034% | +$202K | 0.01% | 940 |
|
|
2017
Q3 | $19K | Buy |
528
+5
| +1% | +$178 | ﹤0.01% | 2630 |
|
|
2017
Q2 | $18K | Buy |
523
+5
| +1% | +$176 | ﹤0.01% | 2652 |
|
|
2017
Q1 | $18K | Buy |
518
+5
| +1% | +$177 | ﹤0.01% | 2572 |
|
|
2016
Q4 | $18K | Buy |
513
+8
| +2% | +$276 | ﹤0.01% | 2542 |
|
|
2016
Q3 | $17K | Buy |
505
+5
| +1% | +$171 | ﹤0.01% | 2515 |
|
|
2016
Q2 | $17K | Buy |
500
+150
| +43% | +$4.87K | ﹤0.01% | 2459 |
|
|
2016
Q1 | $13K | Buy |
+350
| New | +$10.4K | ﹤0.01% | 1512 |
|
Other funds holding SPYD
VIA
AOI
SS
FCAS
