Optivise Advisory Services’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	$306K	Sell	7,220 -689	-9%	-$29.2K	0.16%	134
2025 Q1	$350K	Sell	7,909 -2,782	-26%	-$123K	0.2%	110
2024 Q4	$462K	Buy	+10,691	New	+$462K	0.25%	93