MWM
Modern 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 | $299K | Sell |
7,055
-311
| -4% | -$13.2K | 0.01% | 602 |
|
|
2025
Q1 | $326K | Sell |
7,366
-251
| -3% | -$11.1K | 0.01% | 504 |
|
|
2024
Q4 | $329K | Buy |
7,617
+224
| +3% | +$9.69K | 0.01% | 440 |
|
|
2024
Q3 | $337K | Buy |
7,393
+351
| +5% | +$16K | 0.02% | 322 |
|
|
2024
Q2 | $283K | Buy |
7,042
+792
| +13% | +$31.9K | 0.02% | 322 |
|
|
2024
Q1 | $254K | Buy |
+6,250
| New | +$254K | 0.02% | 264 |
|