Spire Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
9,306
-3,774
| -29% | -$179K | 0.02% | 539 |
|
|
2025
Q1 | $657K | Buy |
13,080
+2,259
| +21% | +$113K | 0.02% | 502 |
|
|
2024
Q4 | $523K | Buy |
10,821
+10,546
| +3,835% | +$509K | 0.02% | 540 |
|
|
2024
Q3 | $13.9K | Hold |
275
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q2 | $12.2K | Sell |
275
-2,694
| -91% | -$120K | ﹤0.01% | 1585 |
|
|
2024
Q1 | $132K | Sell |
2,969
-359
| -11% | -$15.9K | ﹤0.01% | 914 |
|
|
2023
Q4 | $140K | Sell |
3,328
-578
| -15% | -$24.2K | ﹤0.01% | 887 |
|
|
2023
Q3 | $153K | Sell |
3,906
-50
| -1% | -$1.96K | 0.01% | 798 |
|
|
2023
Q2 | $164K | Hold |
3,956
| – | – | 0.01% | 787 |
|
|
2023
Q1 | $167K | Buy |
3,956
+325
| +9% | +$13.7K | 0.01% | 789 |
|
|
2022
Q4 | $159K | Buy |
3,631
+497
| +16% | +$21.8K | 0.01% | 607 |
|
|
2022
Q3 | $123K | Sell |
3,134
-4,583
| -59% | -$180K | 0.01% | 643 |
|
|
2022
Q2 | $341K | Buy |
7,717
+1,941
| +34% | +$85.8K | 0.01% | 587 |
|
|
2022
Q1 | $273K | Buy |
5,776
+21
| +0.4% | +$993 | 0.01% | 758 |
|
|
2021
Q4 | $261K | Hold |
5,755
| – | – | 0.01% | 974 |
|
|
2021
Q3 | $244K | Sell |
5,755
-39
| -0.7% | -$1.65K | 0.01% | 845 |
|
|
2021
Q2 | $255K | Hold |
5,794
| – | – | 0.01% | 847 |
|
|
2021
Q1 | $248K | Buy |
+5,794
| New | +$248K | 0.01% | 967 |
|