United Capital Financial Advisors’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
Q4 | $1.73M | Sell |
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|
2025
Q3 | $2.14M | Sell |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.7M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.41M | Buy |
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