Keystone Financial Planning’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.36M | Buy |
196,936
+384
| +0.2% | +$16.3K | 2.53% | 7 |
|
|
2025
Q1 | $8.7M | Buy |
196,552
+2,230
| +1% | +$98.7K | 2.59% | 8 |
|
|
2024
Q4 | $8.4M | Buy |
194,322
+2,504
| +1% | +$108K | 2.61% | 6 |
|
|
2024
Q3 | $8.76M | Buy |
191,818
+622
| +0.3% | +$28.4K | 2.65% | 5 |
|
|
2024
Q2 | $7.69M | Buy |
191,196
+1,188
| +0.6% | +$47.8K | 2.55% | 5 |
|
|
2024
Q1 | $7.74M | Sell |
190,008
-3,211
| -2% | -$131K | 2.51% | 7 |
|
|
2023
Q4 | $7.57M | Buy |
193,219
+6,445
| +3% | +$253K | 2.5% | 8 |
|
|
2023
Q3 | $6.55M | Buy |
186,774
+470
| +0.3% | +$16.5K | 2.29% | 12 |
|
|
2023
Q2 | $6.91M | Buy |
186,304
+9,236
| +5% | +$342K | 2.31% | 13 |
|
|
2023
Q1 | $6.73M | Buy |
177,068
+3,836
| +2% | +$146K | 2.29% | 16 |
|
|
2022
Q4 | $6.86M | Buy |
173,232
+2,141
| +1% | +$84.7K | 2.31% | 16 |
|
|
2022
Q3 | $6.07M | Buy |
171,091
+10,893
| +7% | +$386K | 2.33% | 17 |
|
|
2022
Q2 | $6.39M | Buy |
160,198
+1,699
| +1% | +$67.8K | 2.25% | 20 |
|
|
2022
Q1 | $6.97M | Buy |
+158,499
| New | +$6.97M | 2.33% | 18 |
|