Optimum Investment Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $244K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $313K | Sell |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $189K | Hold |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $190K | Hold |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $186K | Buy |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $36K | Buy |
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