SMA
Sage Mountain 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 | $9.16K | Hold |
216
| – | – | ﹤0.01% | 487 |
|
|
2025
Q1 | $9.56K | Hold |
216
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $9.34K | Hold |
216
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $9.86K | Hold |
216
| – | – | ﹤0.01% | 473 |
|
|
2024
Q2 | $8.69K | Hold |
216
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $8.79K | Sell |
216
-710
| -77% | -$28.9K | ﹤0.01% | 393 |
|
|
2023
Q4 | $36.3K | Buy |
926
+845
| +1,043% | +$33.1K | ﹤0.01% | 314 |
|
|
2023
Q3 | $2.84K | Hold |
81
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $3K | Hold |
81
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $3.08K | Hold |
81
| – | – | ﹤0.01% | 325 |
|
|
2022
Q4 | $3.2K | Sell |
81
-10,450
| -99% | -$413K | ﹤0.01% | 281 |
|
|
2022
Q3 | $374K | Sell |
10,531
-5,228
| -33% | -$186K | 0.1% | 91 |
|
|
2022
Q2 | $629K | Buy |
15,759
+3,441
| +28% | +$137K | 0.11% | 175 |
|
|
2022
Q1 | $541K | Sell |
12,318
-24,931
| -67% | -$1.09M | 0.08% | 246 |
|
|
2021
Q4 | $1.57M | Buy |
37,249
+23,031
| +162% | +$968K | 0.19% | 79 |
|
|
2021
Q3 | $556K | Buy |
14,218
+351
| +3% | +$13.7K | 0.08% | 231 |
|
|
2021
Q2 | $556K | Buy |
13,867
+11,967
| +630% | +$480K | 0.09% | 210 |
|
|
2021
Q1 | $73K | Buy |
+1,900
| New | +$73K | 0.02% | 387 |
|