Mission 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 | $2.8M | Sell |
65,951
-2,315
| -3% | -$98.2K | 0.06% | 169 |
|
|
2025
Q1 | $3.02M | Buy |
68,266
+150
| +0.2% | +$6.64K | 0.07% | 144 |
|
|
2024
Q4 | $2.95M | Buy |
68,116
+720
| +1% | +$31.1K | 0.07% | 137 |
|
|
2024
Q3 | $3.08M | Buy |
67,396
+51,840
| +333% | +$2.37M | 0.07% | 133 |
|
|
2024
Q2 | $626K | Sell |
15,556
-1,627
| -9% | -$65.5K | 0.02% | 344 |
|
|
2024
Q1 | $700K | Sell |
17,183
-61
| -0.4% | -$2.48K | 0.02% | 345 |
|
|
2023
Q4 | $676K | Sell |
17,244
-3,353
| -16% | -$131K | 0.02% | 299 |
|
|
2023
Q3 | $722K | Buy |
20,597
+37
| +0.2% | +$1.3K | 0.03% | 267 |
|
|
2023
Q2 | $762K | Sell |
20,560
-3,137
| -13% | -$116K | 0.03% | 263 |
|
|
2023
Q1 | $900K | Buy |
+23,697
| New | +$900K | 0.04% | 225 |
|