Meridian Wealth Management’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 | $1.33M | Buy |
31,429
+2,079
| +7% | +$88.2K | 0.06% | 262 |
|
|
2025
Q1 | $1.3M | Buy |
29,350
+3,788
| +15% | +$168K | 0.06% | 237 |
|
|
2024
Q4 | $1.11M | Buy |
25,562
+4
| +0% | +$173 | 0.05% | 275 |
|
|
2024
Q3 | $1.17M | Buy |
25,558
+3,173
| +14% | +$145K | 0.06% | 257 |
|
|
2024
Q2 | $901K | Buy |
+22,385
| New | +$901K | 0.11% | 123 |
|
|
2024
Q1 | – | Sell |
-26,227
| Closed | -$1.03M | – | 493 |
|
|
2023
Q4 | $1.03M | Sell |
26,227
-2,419
| -8% | -$94.8K | 0.07% | 258 |
|
|
2023
Q3 | $1M | Buy |
28,646
+1,658
| +6% | +$58.1K | 0.06% | 233 |
|
|
2023
Q2 | $1M | Buy |
26,988
+217
| +0.8% | +$8.05K | 0.08% | 198 |
|
|
2023
Q1 | $1.02M | Buy |
26,771
+9,335
| +54% | +$355K | 0.09% | 202 |
|
|
2022
Q4 | $690K | Buy |
17,436
+421
| +2% | +$16.7K | 0.07% | 251 |
|
|
2022
Q3 | $604K | Buy |
17,015
+3,640
| +27% | +$129K | 0.07% | 249 |
|
|
2022
Q2 | $534K | Buy |
13,375
+3,231
| +32% | +$129K | 0.04% | 334 |
|
|
2022
Q1 | $446K | Buy |
10,144
+2,040
| +25% | +$89.7K | 0.05% | 255 |
|
|
2021
Q4 | $341K | Buy |
+8,104
| New | +$341K | 0.04% | 298 |
|
|
2019
Q3 | – | Sell |
-8,173
| Closed | -$3.11K | – | 448 |
|
|
2019
Q2 | $3.11K | Buy |
8,173
+2,358
| +41% | +$897 | 0.13% | 139 |
|
|
2019
Q1 | $220K | Buy |
+5,815
| New | +$220K | 0.1% | 174 |
|