IFWM
Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-31,077
| Closed | -$866K | – | 441 |
|
|
2020
Q2 | $866K | Buy |
31,077
+1,843
| +6% | +$51.4K | 0.21% | 127 |
|
|
2020
Q1 | $719K | Buy |
29,234
+966
| +3% | +$23.8K | 0.22% | 124 |
|
|
2019
Q4 | $1.12M | Buy |
28,268
+1,770
| +7% | +$69.8K | 0.25% | 108 |
|
|
2019
Q3 | $1.01M | Buy |
26,498
+1,426
| +6% | +$54.1K | 0.25% | 112 |
|
|
2019
Q2 | $954K | Buy |
25,072
+2,078
| +9% | +$79.1K | 0.21% | 137 |
|
|
2019
Q1 | $870K | Buy |
22,994
+1,577
| +7% | +$59.7K | 0.19% | 151 |
|
|
2018
Q4 | $730K | Sell |
21,417
-225
| -1% | -$7.67K | 0.3% | 106 |
|
|
2018
Q3 | $809K | Buy |
21,642
+871
| +4% | +$32.6K | 0.27% | 120 |
|
|
2018
Q2 | $777K | Buy |
20,771
+1,776
| +9% | +$66.4K | 0.25% | 129 |
|
|
2018
Q1 | $688K | Buy |
18,995
+4,436
| +30% | +$161K | 0.2% | 164 |
|
|
2017
Q4 | $545K | Buy |
+14,559
| New | +$545K | 0.13% | 213 |
|