SW
SVB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,881
| Closed | -$544K | – | 910 |
|
|
2023
Q4 | $544K | Buy |
+13,881
| New | +$544K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-640
| Closed | -$28K | – | 844 |
|
|
2022
Q1 | $28K | Hold |
640
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $26K | Hold |
640
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $25K | Hold |
640
| – | – | ﹤0.01% | 975 |
|
|
2021
Q2 | $25K | Hold |
640
| – | – | ﹤0.01% | 958 |
|
|
2021
Q1 | $24K | Hold |
640
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $21K | Hold |
640
| – | – | ﹤0.01% | 832 |
|
|
2020
Q3 | $18K | Hold |
640
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $17K | Hold |
640
| – | – | ﹤0.01% | 606 |
|
|
2020
Q1 | $15K | Hold |
640
| – | – | ﹤0.01% | 539 |
|
|
2019
Q4 | $25K | Buy |
+640
| New | +$25K | ﹤0.01% | 619 |
|