Mowery & Schoenfeld 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 Q1	–	Sell	-3,950	Closed	-$171K	–	550
2024 Q4	$171K	Hold	3,950	–	–	0.33%	50
2024 Q3	$180K	Hold	3,950	–	–	0.28%	38
2024 Q2	$159K	Hold	3,950	–	–	0.23%	43
2024 Q1	$161K	Hold	3,950	–	–	0.31%	36
2023 Q4	$155K	Buy	+3,950	New	+$155K	0.31%	42