Principle Wealth Partners’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 | $877K | Buy |
20,665
+6,150
| +42% | +$261K | 0.05% | 172 |
|
|
2025
Q1 | $642K | Buy |
+14,515
| New | +$642K | 0.05% | 198 |
|
|
2023
Q3 | – | Sell |
-10,661
| Closed | -$395K | – | 332 |
|
|
2023
Q2 | $395K | Sell |
10,661
-4,323
| -29% | -$160K | 0.04% | 226 |
|
|
2023
Q1 | $569K | Sell |
14,984
-2,433
| -14% | -$92.5K | 0.06% | 178 |
|
|
2022
Q4 | $689K | Sell |
17,417
-1,417
| -8% | -$56.1K | 0.08% | 162 |
|
|
2022
Q3 | $668 | Sell |
18,834
-671
| -3% | -$24 | 0.06% | 158 |
|
|
2022
Q2 | $778K | Sell |
19,505
-1,429
| -7% | -$57K | 0.09% | 156 |
|
|
2022
Q1 | $920K | Buy |
20,934
+5,038
| +32% | +$221K | 0.1% | 147 |
|
|
2021
Q4 | $668K | Buy |
15,896
+2,710
| +21% | +$114K | 0.07% | 175 |
|
|
2021
Q3 | $516K | Buy |
+13,186
| New | +$516K | 0.06% | 192 |
|