SWM
Selective Wealth Management’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 | $797K | Sell |
18,340
-86
| -0.5% | -$3.74K | 0.29% | 40 |
|
|
2025
Q1 | $745K | Buy |
18,426
+11
| +0.1% | +$445 | 0.32% | 42 |
|
|
2024
Q4 | $792K | Sell |
18,415
-589
| -3% | -$25.3K | 0.32% | 44 |
|
|
2024
Q3 | $851K | Buy |
19,004
+7
| +0% | +$313 | 0.35% | 42 |
|
|
2024
Q2 | $764K | Buy |
18,997
+618
| +3% | +$24.9K | 0.34% | 42 |
|
|
2024
Q1 | $726K | Buy |
18,379
+3,277
| +22% | +$129K | 0.32% | 44 |
|
|
2023
Q4 | $592K | Buy |
15,102
+6
| +0% | +$235 | 0.3% | 39 |
|
|
2023
Q3 | $514K | Sell |
15,096
-2,579
| -15% | -$87.8K | 0.28% | 41 |
|
|
2023
Q2 | $657K | Buy |
+17,675
| New | +$657K | 0.33% | 40 |
|
|
2022
Q4 | $732K | Sell |
17,850
-18,086
| -50% | -$742K | 0.39% | 41 |
|
|
2022
Q3 | $1.28M | Sell |
35,936
-2,939
| -8% | -$104K | 0.55% | 31 |
|
|
2022
Q2 | $1.55M | Buy |
38,875
+9,284
| +31% | +$371K | 0.55% | 33 |
|
|
2022
Q1 | $1.3M | Buy |
+29,591
| New | +$1.3M | 0.47% | 33 |
|