KWM
Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
31,466
+619
| +2% | +$26.3K | 0.02% | 512 |
|
|
2025
Q1 | $1.37M | Buy |
30,847
+422
| +1% | +$18.7K | 0.03% | 471 |
|
|
2024
Q4 | $1.32M | Buy |
30,425
+10,753
| +55% | +$465K | 0.03% | 484 |
|
|
2024
Q3 | $898K | Buy |
19,672
+419
| +2% | +$19.1K | 0.02% | 561 |
|
|
2024
Q2 | $775K | Buy |
19,253
+210
| +1% | +$8.45K | 0.02% | 575 |
|
|
2024
Q1 | $775K | Sell |
19,043
-981
| -5% | -$39.9K | 0.02% | 567 |
|
|
2023
Q4 | $785K | Sell |
20,024
-6,711
| -25% | -$263K | 0.02% | 530 |
|
|
2023
Q3 | $938K | Sell |
26,735
-48,093
| -64% | -$1.69M | 0.03% | 454 |
|
|
2023
Q2 | $2.77M | Sell |
74,828
-3,527
| -5% | -$131K | 0.11% | 195 |
|
|
2023
Q1 | $2.98M | Sell |
78,355
-2,225
| -3% | -$84.6K | 0.13% | 180 |
|
|
2022
Q4 | $3.19M | Buy |
80,580
+2,498
| +3% | +$98.9K | 0.14% | 172 |
|
|
2022
Q3 | $2.77M | Sell |
78,082
-1,680
| -2% | -$59.6K | 0.13% | 177 |
|
|
2022
Q2 | $3.18M | Buy |
79,762
+28,260
| +55% | +$1.13M | 0.15% | 151 |
|
|
2022
Q1 | $2.26M | Buy |
51,502
+41,600
| +420% | +$1.83M | 0.1% | 214 |
|
|
2021
Q4 | $416K | Buy |
9,902
+1,518
| +18% | +$63.8K | 0.02% | 621 |
|
|
2021
Q3 | $328K | Sell |
8,384
-19,422
| -70% | -$760K | 0.02% | 659 |
|
|
2021
Q2 | $1.12M | Buy |
27,806
+17,424
| +168% | +$704K | 0.06% | 347 |
|
|
2021
Q1 | $404K | Sell |
10,382
-3,204
| -24% | -$125K | 0.02% | 562 |
|
|
2020
Q4 | $448K | Sell |
13,586
-8,314
| -38% | -$274K | 0.03% | 468 |
|
|
2020
Q3 | $600K | Sell |
21,900
-5,413
| -20% | -$148K | 0.05% | 326 |
|
|
2020
Q2 | $761K | Sell |
27,313
-1,212
| -4% | -$33.8K | 0.08% | 251 |
|
|
2020
Q1 | $702K | Buy |
28,525
+1,239
| +5% | +$30.5K | 0.09% | 222 |
|
|
2019
Q4 | $1.08M | Buy |
27,286
+267
| +1% | +$10.5K | 0.14% | 182 |
|
|
2019
Q3 | $1.03M | Buy |
27,019
+1
| +0% | +$38 | 0.16% | 157 |
|
|
2019
Q2 | $1.03M | Sell |
27,018
-15,143
| -36% | -$576K | 0.17% | 150 |
|
|
2019
Q1 | $1.6M | Sell |
42,161
-2,227
| -5% | -$84.3K | 0.24% | 117 |
|
|
2018
Q4 | $1.51M | Buy |
44,388
+256
| +0.6% | +$8.72K | 0.33% | 98 |
|
|
2018
Q3 | $1.66M | Buy |
44,132
+5,551
| +14% | +$208K | 0.34% | 95 |
|
|
2018
Q2 | $1.44M | Buy |
38,581
+1,404
| +4% | +$52.4K | 0.34% | 92 |
|
|
2018
Q1 | $1.33M | Buy |
37,177
+4,150
| +13% | +$148K | 0.33% | 87 |
|
|
2017
Q4 | $1.24M | Buy |
33,027
+349
| +1% | +$13.1K | 0.44% | 58 |
|
|
2017
Q3 | $1.18M | Buy |
32,678
+1,023
| +3% | +$36.8K | 0.52% | 53 |
|
|
2017
Q2 | $1.12M | Buy |
31,655
+3,519
| +13% | +$124K | 0.58% | 53 |
|
|
2017
Q1 | $992K | Buy |
+28,136
| New | +$992K | 0.59% | 50 |
|