Larson Financial Group’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 | $377K | Sell |
8,872
-165
| -2% | -$7K | 0.02% | 508 |
|
|
2025
Q1 | $400K | Buy |
9,037
+22
| +0.2% | +$974 | 0.02% | 453 |
|
|
2024
Q4 | $390K | Buy |
9,015
+3,823
| +74% | +$165K | 0.02% | 412 |
|
|
2024
Q3 | $237K | Sell |
5,192
-44
| -0.8% | -$2.01K | 0.01% | 521 |
|
|
2024
Q2 | $211K | Buy |
5,236
+5,023
| +2,358% | +$202K | 0.01% | 452 |
|
|
2024
Q1 | $8.67K | Sell |
213
-9
| -4% | -$366 | ﹤0.01% | 1077 |
|
|
2023
Q4 | $8.7K | Sell |
222
-79
| -26% | -$3.1K | ﹤0.01% | 1052 |
|
|
2023
Q3 | $10.6K | Hold |
301
| – | – | ﹤0.01% | 978 |
|
|
2023
Q2 | $11.2K | Sell |
301
-410
| -58% | -$15.2K | ﹤0.01% | 899 |
|
|
2023
Q1 | $27K | Buy |
711
+396
| +126% | +$15K | ﹤0.01% | 670 |
|
|
2022
Q4 | $12.5K | Sell |
315
-168
| -35% | -$6.65K | ﹤0.01% | 797 |
|
|
2022
Q3 | $17K | Buy |
483
+338
| +233% | +$11.9K | ﹤0.01% | 668 |
|
|
2022
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 773 |
|
|
2021
Q4 | $6K | Buy |
145
+70
| +93% | +$2.9K | ﹤0.01% | 784 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 754 |
|
|
2021
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 701 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 681 |
|
|
2020
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 653 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 443 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$4K | – | 657 |
|
|
2019
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 389 |
|