United Capital Financial Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
57,100
-3,951
| -6% | -$168K | 0.02% | 402 |
|
|
2025
Q1 | $2.7M | Buy |
+61,051
| New | +$2.7M | 0.02% | 368 |
|
|
2023
Q3 | – | Sell |
-8,224
| Closed | -$305K | – | 893 |
|
|
2023
Q2 | $305K | Sell |
8,224
-381
| -4% | -$14.1K | ﹤0.01% | 763 |
|
|
2023
Q1 | $327K | Sell |
8,605
-8
| -0.1% | -$304 | ﹤0.01% | 800 |
|
|
2022
Q4 | $341K | Sell |
8,613
-2,033
| -19% | -$80.5K | ﹤0.01% | 848 |
|
|
2022
Q3 | $378K | Buy |
10,646
+4,654
| +78% | +$165K | ﹤0.01% | 836 |
|
|
2022
Q2 | $239K | Buy |
+5,992
| New | +$239K | ﹤0.01% | 1003 |
|
|
2019
Q1 | – | Sell |
-70,614
| Closed | -$2.41M | – | 1377 |
|
|
2018
Q4 | $2.41M | Buy |
+70,614
| New | +$2.41M | 0.02% | 520 |
|