Selective Wealth Management’s State Street 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
2026 Q1	$775K	Sell	16,739 -37	-0.2%	-$1.7K	0.23%	48
2025 Q4	$757K	Sell	16,776 -419	-2%	-$18.1K	0.24%	44
2025 Q3	$754K	Sell	17,195 -1,145	-6%	-$50.2K	0.24%	43
2025 Q2	$797K	Sell	18,340 -86	-0.5%	-$3.61K	0.29%	40
2025 Q1	$745K	Buy	18,426 +11	+0.1%	+$484	0.32%	42
2024 Q4	$792K	Sell	18,415 -589	-3%	-$26.7K	0.32%	44
2024 Q3	$851K	Buy	19,004 +7	+0%	+$304	0.35%	42
2024 Q2	$764K	Buy	18,997 +618	+3%	+$24.8K	0.34%	42
2024 Q1	$726K	Buy	18,379 +3,277	+22%	+$128K	0.32%	44
2023 Q4	$592K	Buy	15,102 +6	+0%	+$215	0.3%	39
2023 Q3	$514K	Sell	15,096 -2,579	-15%	-$96K	0.28%	41
2023 Q2	$657K	Buy	+17,675	New	+$653K	0.33%	40
2022 Q4	$732K	Sell	17,850 -18,086	-50%	-$707K	0.39%	41
2022 Q3	$1.27M	Sell	35,936 -2,939	-8%	-$118K	0.55%	31
2022 Q2	$1.55M	Buy	38,875 +9,284	+31%	+$399K	0.55%	33
2022 Q1	$1.3M	Buy	+29,591	New	+$1.27M	0.47%	33