Peterson Wealth 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 | $87.7K | Buy |
2,068
+16
| +0.8% | +$679 | 0.02% | 150 |
|
|
2025
Q1 | $90.8K | Buy |
2,052
+175
| +9% | +$7.74K | 0.03% | 145 |
|
|
2024
Q4 | $81.2K | Sell |
1,877
-59
| -3% | -$2.55K | 0.02% | 146 |
|
|
2024
Q3 | $88.4K | Buy |
+1,936
| New | +$88.4K | 0.03% | 146 |
|
|
2023
Q3 | – | Sell |
-40,252
| Closed | -$1.49M | – | 84 |
|
|
2023
Q2 | $1.49M | Sell |
40,252
-13,503
| -25% | -$501K | 0.72% | 40 |
|
|
2023
Q1 | $2.04M | Sell |
53,755
-192,555
| -78% | -$7.29M | 1.05% | 34 |
|
|
2022
Q4 | $9.75M | Buy |
+246,310
| New | +$9.75M | 5.58% | 3 |
|