Kingswood Wealth Advisors’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
$736K Sell
17,346
-4,000
-19% -$170K 0.06% 321
2025
Q1
$942K Sell
21,346
-20,825
-49% -$919K 0.09% 258
2024
Q4
$1.82M Buy
+42,171
New +$1.82M 0.14% 162