Vantage Financial Partners (Wisconsin)’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
Q1 | – | Sell |
-10,790
| Closed | -$467K | – | 203 |
|
|
2024
Q4 | $467K | Sell |
10,790
-14,341
| -57% | -$620K | 0.12% | 108 |
|
|
2024
Q3 | $1.15M | Sell |
25,131
-4,823
| -16% | -$220K | 0.28% | 52 |
|
|
2024
Q2 | $1.21M | Sell |
29,954
-3,996
| -12% | -$161K | 0.31% | 39 |
|
|
2024
Q1 | $1.38M | Sell |
33,950
-177
| -0.5% | -$7.21K | 0.37% | 35 |
|
|
2023
Q4 | $1.34M | Buy |
+34,127
| New | +$1.34M | 0.39% | 35 |
|