TFA
Tobias Financial Advisors’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 | $1.51M | Sell |
35,617
-1,248
| -3% | -$53K | 0.26% | 55 |
|
|
2025
Q1 | $1.63M | Sell |
36,865
-3,450
| -9% | -$153K | 0.32% | 44 |
|
|
2024
Q4 | $1.74M | Sell |
40,315
-1,845
| -4% | -$79.8K | 0.35% | 42 |
|
|
2024
Q3 | $1.92M | Sell |
42,160
-1,177
| -3% | -$53.7K | 0.39% | 38 |
|
|
2024
Q2 | $1.74M | Sell |
43,337
-1,985
| -4% | -$79.9K | 0.38% | 39 |
|
|
2024
Q1 | $1.85M | Sell |
45,322
-1,213
| -3% | -$49.4K | 0.42% | 40 |
|
|
2023
Q4 | $1.82M | Sell |
46,535
-6,243
| -12% | -$245K | 0.44% | 37 |
|
|
2023
Q3 | $1.85M | Sell |
52,778
-3,269
| -6% | -$115K | 0.49% | 41 |
|
|
2023
Q2 | $2.08M | Sell |
56,047
-7,811
| -12% | -$290K | 0.56% | 37 |
|
|
2023
Q1 | $2.43M | Sell |
63,858
-12,279
| -16% | -$467K | 0.71% | 34 |
|
|
2022
Q4 | $3.01M | Buy |
76,137
+6,334
| +9% | +$251K | 0.99% | 30 |
|
|
2022
Q3 | $2.48M | Sell |
69,803
-4,616
| -6% | -$164K | 0.87% | 28 |
|
|
2022
Q2 | $2.97M | Buy |
74,419
+22,680
| +44% | +$905K | 1% | 26 |
|
|
2022
Q1 | $2.27M | Buy |
+51,739
| New | +$2.27M | 0.78% | 28 |
|
|
2021
Q4 | – | Sell |
-51,907
| Closed | -$2.03M | – | 111 |
|
|
2021
Q3 | $2.03M | Buy |
51,907
+911
| +2% | +$35.6K | 0.76% | 27 |
|
|
2021
Q2 | $2.04M | Sell |
50,996
-1,381
| -3% | -$55.4K | 0.81% | 26 |
|
|
2021
Q1 | $2.02M | Buy |
52,377
+147
| +0.3% | +$5.66K | 0.86% | 26 |
|
|
2020
Q4 | $1.72M | Buy |
52,230
+115
| +0.2% | +$3.79K | 0.79% | 29 |
|
|
2020
Q3 | $1.43M | Sell |
52,115
-1,965
| -4% | -$53.8K | 0.78% | 29 |
|
|
2020
Q2 | $1.51M | Buy |
54,080
+45,251
| +513% | +$1.26M | 0.88% | 27 |
|
|
2020
Q1 | $217K | Buy |
8,829
+685
| +8% | +$16.8K | 0.16% | 48 |
|
|
2019
Q4 | $321K | Buy |
+8,144
| New | +$321K | 0.21% | 41 |
|