Kovitz Investment Group Partners’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	$230K	Sell	5,415 -155	-3%	-$6.58K	﹤0.01%	1232
2025 Q1	$246K	Buy	5,570 +277	+5%	+$12.3K	﹤0.01%	1102
2024 Q4	$229K	Buy	5,293 +1	+0%	+$43	﹤0.01%	1118
2024 Q3	$236K	Sell	5,292 -338	-6%	-$15.1K	﹤0.01%	914
2024 Q2	$226K	Buy	+5,630	New	+$226K	﹤0.01%	777