J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.6M | Sell |
188,269
-82,033
| -30% | -$2.88M | 0.02% | 449 |
|
|
2023
Q2 | $10M | Sell |
270,302
-78,022
| -22% | -$2.89M | 0.05% | 231 |
|
|
2023
Q1 | $13.2M | Sell |
348,324
-149,538
| -30% | -$5.68M | 0.03% | 380 |
|
|
2022
Q4 | $19.7M | Sell |
497,862
-150,630
| -23% | -$5.96M | 0.04% | 308 |
|
|
2022
Q3 | $23M | Buy |
648,492
+413,696
| +176% | +$14.7M | 0.06% | 268 |
|
|
2022
Q2 | $9.37M | Buy |
234,796
+179,352
| +323% | +$7.16M | 0.02% | 414 |
|
|
2022
Q1 | $2.44M | Buy |
55,444
+5,463
| +11% | +$240K | 0.01% | 834 |
|
|
2021
Q4 | $2.1M | Buy |
49,981
+9,162
| +22% | +$385K | ﹤0.01% | 891 |
|
|
2021
Q3 | $1.6M | Buy |
40,819
+8,438
| +26% | +$330K | ﹤0.01% | 994 |
|
|
2021
Q2 | $1.3M | Buy |
+32,381
| New | +$1.3M | ﹤0.01% | 1075 |
|
|
2019
Q3 | – | Sell |
-16,679
| Closed | -$634K | – | 1474 |
|
|
2019
Q2 | $634K | Sell |
16,679
-39
| -0.2% | -$1.48K | ﹤0.01% | 900 |
|
|
2019
Q1 | $633K | Buy |
+16,718
| New | +$633K | ﹤0.01% | 940 |
|
|
2018
Q2 | – | Sell |
-10,282
| Closed | -$368K | – | 1514 |
|
|
2018
Q1 | $368K | Sell |
10,282
-1,561
| -13% | -$55.9K | ﹤0.01% | 969 |
|
|
2017
Q4 | $444K | Buy |
11,843
+103
| +0.9% | +$3.86K | ﹤0.01% | 910 |
|
|
2017
Q3 | $423K | Hold |
11,740
| – | – | ﹤0.01% | 909 |
|
|
2017
Q2 | $414K | Sell |
11,740
-459
| -4% | -$16.2K | ﹤0.01% | 893 |
|
|
2017
Q1 | $430K | Buy |
+12,199
| New | +$430K | ﹤0.01% | 917 |
|