MW
MBL Wealth’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 | $1.1M | Buy |
26,000
+254
| +1% | +$10.8K | 0.11% | 97 |
|
|
2025
Q1 | $1.14M | Buy |
25,746
+1,246
| +5% | +$55.1K | 0.12% | 83 |
|
|
2024
Q4 | $1.06M | Hold |
24,500
| – | – | 0.11% | 91 |
|
|
2024
Q3 | $1.12M | Hold |
24,500
| – | – | 0.12% | 85 |
|
|
2024
Q2 | $986K | Hold |
24,500
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $997K | Hold |
24,500
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $960K | Sell |
24,500
-500
| -2% | -$19.6K | 0.12% | 83 |
|
|
2023
Q3 | $877K | Sell |
25,000
-1,000
| -4% | -$35.1K | 0.12% | 78 |
|
|
2023
Q2 | $964K | Hold |
26,000
| – | – | 0.14% | 71 |
|
|
2023
Q1 | $988K | Hold |
26,000
| – | – | 0.15% | 67 |
|
|
2022
Q4 | $1.03M | Sell |
26,000
-75
| -0.3% | -$2.97K | 0.2% | 64 |
|
|
2022
Q3 | $925K | Buy |
+26,075
| New | +$925K | 0.2% | 68 |
|