Piedmont Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-144,248
| Closed | -$5.44M | – | 51 |
|
|
2023
Q1 | $5.44M | Buy |
144,248
+5,389
| +4% | +$203K | 4.36% | 8 |
|
|
2022
Q4 | $5.5M | Buy |
138,859
+7,364
| +6% | +$291K | 4.6% | 7 |
|
|
2022
Q3 | $4.69M | Buy |
+131,495
| New | +$4.69M | 4.23% | 5 |
|
|
2021
Q4 | – | Sell |
-92,952
| Closed | -$3.75M | – | 49 |
|
|
2021
Q3 | $3.75M | Sell |
92,952
-313,456
| -77% | -$12.6M | 2.99% | 12 |
|
|
2021
Q2 | $16.4M | Buy |
406,408
+324,142
| +394% | +$13.1M | 13.66% | 2 |
|
|
2021
Q1 | $3.19M | Buy |
82,266
+1,817
| +2% | +$70.4K | 2.98% | 11 |
|
|
2020
Q4 | $2.65M | Buy |
+80,449
| New | +$2.65M | 2.69% | 11 |
|