Sax Wealth Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $1.25M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $982K | Buy |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.8M | Sell |
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|
2021
Q1 | $1.74M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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