PIA
Panoramic 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 | – | Sell |
-4,543
| Closed | -$201K | – | 126 |
|
|
2025
Q1 | $201K | Buy |
+4,543
| New | +$201K | 0.14% | 112 |
|
|
2024
Q4 | – | Sell |
-4,475
| Closed | -$204K | – | 125 |
|
|
2024
Q3 | $204K | Buy |
+4,475
| New | +$204K | 0.14% | 114 |
|
|
2022
Q4 | $337K | Buy |
+8,523
| New | +$337K | 0.35% | 66 |
|