Tiller Private Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,215	Closed	-$541K	–	61
2025 Q1	$541K	Sell	12,215 -4,185	-26%	-$184K	0.23%	26
2024 Q4	$709K	Sell	16,400 -880	-5%	-$39.9K	0.3%	19
2024 Q3	$789K	Sell	17,280 -15	-0.1%	-$651	0.33%	17
2024 Q2	$696K	Sell	17,295 -615	-3%	-$24.7K	0.31%	18
2024 Q1	$729K	Sell	17,910 -855	-5%	-$33.4K	0.33%	19
2023 Q4	$735K	Sell	18,765 -2,790	-13%	-$100K	0.37%	19
2023 Q3	$756K	Sell	21,555 -3,868	-15%	-$144K	0.41%	18
2023 Q2	$943K	Sell	25,423 -3,260	-11%	-$120K	0.51%	18
2023 Q1	$1.09M	Sell	28,683 -5,892	-17%	-$235K	0.61%	19
2022 Q4	$1.37M	Sell	34,575 -17,983	-34%	-$703K	0.81%	17
2022 Q3	$1.86M	Sell	52,558 -3,432	-6%	-$138K	1.2%	17
2022 Q2	$2.23M	Sell	55,990 -7,440	-12%	-$320K	1.37%	17
2022 Q1	$2.79M	Sell	63,430 -62,830	-50%	-$2.71M	1.61%	14
2021 Q4	$5.31M	Buy	126,260 +14,173	+13%	+$578K	3.35%	13
2021 Q3	$4.38M	Buy	112,087 +93,992	+519%	+$3.74M	3.31%	13
2021 Q2	$725K	Buy	+18,095	New	+$736K	0.77%	18