SWMG
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Sard Wealth Management Group’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
2024
Q2
Sell
-23,531
Closed -$958K 48
2024
Q1
$958K Sell
23,531
-158
-0.7% -$6.43K 0.87% 18
2023
Q4
$928K Buy
+23,689
New +$928K 0.94% 18