Norris Financial Group, LLC’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 | $324K | Hold |
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|
2025
Q4 | $308K | Hold |
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|
2025
Q3 | $313K | Hold |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $343K | Sell |
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|
2024
Q4 | $373K | Buy |
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|
2024
Q3 | $383K | Sell |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $547K | Sell |
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|
2022
Q2 | $636K | Hold |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $489K | Hold |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $448K | Buy |
|