OIA
Optimum Investment Advisors’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 | $112K | Hold |
2,639
| – | – | 0.05% | 236 |
|
|
2025
Q1 | $117K | Sell |
2,639
-2,700
| -51% | -$120K | 0.06% | 221 |
|
|
2024
Q4 | $231K | Hold |
5,339
| – | – | 0.1% | 159 |
|
|
2024
Q3 | $244K | Sell |
5,339
-300
| -5% | -$13.7K | 0.11% | 170 |
|
|
2024
Q2 | $227K | Sell |
5,639
-2,040
| -27% | -$82.1K | 0.1% | 173 |
|
|
2024
Q1 | $313K | Sell |
7,679
-288
| -4% | -$11.7K | 0.14% | 149 |
|
|
2023
Q4 | $312K | Hold |
7,967
| – | – | 0.16% | 139 |
|
|
2023
Q3 | $279K | Hold |
7,967
| – | – | 0.14% | 150 |
|
|
2023
Q2 | $295K | Buy |
7,967
+2,202
| +38% | +$81.7K | 0.14% | 144 |
|
|
2023
Q1 | $219K | Buy |
5,765
+1,000
| +21% | +$38K | 0.11% | 168 |
|
|
2022
Q4 | $189K | Hold |
4,765
| – | – | 0.1% | 189 |
|
|
2022
Q3 | $169K | Hold |
4,765
| – | – | 0.09% | 200 |
|
|
2022
Q2 | $190K | Hold |
4,765
| – | – | 0.1% | 189 |
|
|
2022
Q1 | $209K | Buy |
4,765
+3
| +0.1% | +$132 | 0.09% | 201 |
|
|
2021
Q4 | $200K | Hold |
4,762
| – | – | 0.08% | 222 |
|
|
2021
Q3 | $186K | Buy |
4,762
+1,010
| +27% | +$39.5K | 0.08% | 229 |
|
|
2021
Q2 | $150K | Buy |
3,752
+1,010
| +37% | +$40.4K | 0.05% | 318 |
|
|
2021
Q1 | $106K | Buy |
2,742
+1,642
| +149% | +$63.5K | 0.03% | 359 |
|
|
2020
Q4 | $36K | Buy |
+1,100
| New | +$36K | 0.01% | 535 |
|