Leo Wealth LLC’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 | $429K | Buy |
+10,113
| New | +$429K | 0.03% | 261 |
|
2025
Q1 | – | Sell |
-7,171
| Closed | -$310K | – | 360 |
|
2024
Q4 | $310K | Sell |
7,171
-439
| -6% | -$19K | 0.03% | 284 |
|
2024
Q3 | $347K | Hold |
7,610
| – | – | 0.03% | 263 |
|
2024
Q2 | $304K | Buy |
7,610
+503
| +7% | +$20.1K | 0.03% | 268 |
|
2024
Q1 | $286K | Hold |
7,107
| – | – | 0.03% | 273 |
|
2023
Q4 | $285K | Buy |
+7,107
| New | +$285K | 0.03% | 265 |
|