Spire Wealth Management’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $484K | Sell |
11,398
-3,874
| -25% | -$164K | 0.02% | 513 |
|
2025
Q1 | $676K | Buy |
15,272
+1,268
| +9% | +$56.1K | 0.02% | 491 |
|
2024
Q4 | $606K | Sell |
14,004
-936
| -6% | -$40.5K | 0.02% | 507 |
|
2024
Q3 | $682K | Buy |
14,940
+1,207
| +9% | +$55.1K | 0.02% | 456 |
|
2024
Q2 | $552K | Sell |
13,733
-2,468
| -15% | -$99.3K | 0.02% | 471 |
|
2024
Q1 | $660K | Buy |
16,201
+569
| +4% | +$23.2K | 0.01% | 452 |
|
2023
Q4 | $601K | Sell |
15,632
-9,828
| -39% | -$378K | 0.02% | 473 |
|
2023
Q3 | $893K | Sell |
25,460
-402
| -2% | -$14.1K | 0.03% | 356 |
|
2023
Q2 | $959K | Buy |
25,862
+5,936
| +30% | +$220K | 0.04% | 354 |
|
2023
Q1 | $757K | Buy |
19,926
+13,014
| +188% | +$495K | 0.03% | 394 |
|
2022
Q4 | $274K | Buy |
6,912
+3,243
| +88% | +$129K | 0.02% | 480 |
|
2022
Q3 | $130K | Buy |
3,669
+758
| +26% | +$26.9K | 0.01% | 628 |
|
2022
Q2 | $116K | Sell |
2,911
-1,938
| -40% | -$77.2K | ﹤0.01% | 984 |
|
2022
Q1 | $213K | Buy |
4,849
+20
| +0.4% | +$879 | 0.01% | 868 |
|
2021
Q4 | $203K | Sell |
4,829
-661
| -12% | -$27.8K | ﹤0.01% | 1082 |
|
2021
Q3 | $215K | Buy |
5,490
+2,571
| +88% | +$101K | 0.01% | 887 |
|
2021
Q2 | $117K | Sell |
2,919
-2,961
| -50% | -$119K | ﹤0.01% | 1138 |
|
2021
Q1 | $225K | Buy |
+5,880
| New | +$225K | 0.01% | 1014 |
|