SI
SimpliFi Inc’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 | $417K | Buy |
9,827
+115
| +1% | +$4.88K | 0.18% | 36 |
|
|
2025
Q1 | $430K | Buy |
9,712
+92
| +1% | +$4.07K | 0.2% | 32 |
|
|
2024
Q4 | $416K | Sell |
9,620
-1,358
| -12% | -$58.7K | 0.19% | 33 |
|
|
2024
Q3 | $501K | Buy |
10,978
+109
| +1% | +$4.98K | 0.22% | 32 |
|
|
2024
Q2 | $437K | Buy |
10,869
+130
| +1% | +$5.23K | 0.2% | 32 |
|
|
2024
Q1 | $437K | Buy |
10,739
+244
| +2% | +$9.93K | 0.2% | 31 |
|
|
2023
Q4 | $368K | Hold |
10,495
| – | – | 0.18% | 28 |
|
|
2023
Q3 | $368K | Buy |
10,495
+126
| +1% | +$4.42K | 0.18% | 28 |
|
|
2023
Q2 | $384K | Buy |
10,369
+4,892
| +89% | +$181K | 0.18% | 27 |
|
|
2023
Q1 | $208K | Buy |
+5,477
| New | +$208K | 0.1% | 35 |
|