IWN
Independent Wealth Network’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 | $3.7M | Buy |
87,176
+2,041
| +2% | +$86.6K | 1.35% | 15 |
|
|
2025
Q1 | $3.77M | Buy |
85,135
+2,132
| +3% | +$94.4K | 1.5% | 13 |
|
|
2024
Q4 | $3.59M | Buy |
83,003
+2,998
| +4% | +$130K | 1.46% | 15 |
|
|
2024
Q3 | $3.65M | Sell |
80,005
-2,451
| -3% | -$112K | 1.61% | 12 |
|
|
2024
Q2 | $3.32M | Buy |
82,456
+520
| +0.6% | +$20.9K | 1.54% | 13 |
|
|
2024
Q1 | $3.34M | Buy |
81,936
+2,774
| +4% | +$113K | 1.56% | 14 |
|
|
2023
Q4 | $3.1M | Buy |
79,162
+1,794
| +2% | +$70.3K | 1.63% | 14 |
|
|
2023
Q3 | $2.71M | Buy |
77,368
+1,171
| +2% | +$41.1K | 1.67% | 13 |
|
|
2023
Q2 | $2.83M | Buy |
76,197
+4,273
| +6% | +$158K | 1.7% | 13 |
|
|
2023
Q1 | $2.73M | Buy |
71,924
+1,580
| +2% | +$60K | 1.75% | 12 |
|
|
2022
Q4 | $2.78M | Buy |
70,344
+5,758
| +9% | +$228K | 1.9% | 11 |
|
|
2022
Q3 | $2.29M | Buy |
64,586
+3,674
| +6% | +$130K | 1.79% | 11 |
|
|
2022
Q2 | $2.43M | Buy |
60,912
+7,351
| +14% | +$293K | 1.75% | 11 |
|
|
2022
Q1 | $2.35M | Buy |
53,561
+1,116
| +2% | +$49K | 1.49% | 14 |
|
|
2021
Q4 | $2.21M | Buy |
52,445
+4,458
| +9% | +$187K | 1.36% | 18 |
|
|
2021
Q3 | $1.98M | Buy |
+47,987
| New | +$1.98M | 1.3% | 18 |
|