MGB Wealth Management’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 | $955K | Sell |
22,513
-843
| -4% | -$35.8K | 0.31% | 79 |
|
|
2025
Q1 | $1.03M | Buy |
23,356
+2,336
| +11% | +$103K | 0.37% | 69 |
|
|
2024
Q4 | $909K | Buy |
21,020
+341
| +2% | +$14.7K | 0.28% | 74 |
|
|
2024
Q3 | $944K | Buy |
20,679
+1,153
| +6% | +$52.6K | 0.34% | 74 |
|
|
2024
Q2 | $811K | Sell |
19,526
-26
| -0.1% | -$1.08K | 0.3% | 79 |
|
|
2024
Q1 | $796K | Buy |
19,552
+279
| +1% | +$11.4K | 0.32% | 76 |
|
|
2023
Q4 | $755K | Buy |
+19,273
| New | +$755K | 0.38% | 77 |
|