Walkner Condon 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 | $683K | Buy |
16,082
+14
| +0.1% | +$594 | 0.13% | 128 |
|
|
2025
Q1 | $711K | Hold |
16,068
| – | – | 0.14% | 116 |
|
|
2024
Q4 | $695K | Hold |
16,068
| – | – | 0.14% | 121 |
|
|
2024
Q3 | $734K | Hold |
16,068
| – | – | 0.15% | 116 |
|
|
2024
Q2 | $646K | Sell |
16,068
-250
| -2% | -$10.1K | 0.14% | 120 |
|
|
2024
Q1 | $664K | Hold |
16,318
| – | – | 0.14% | 125 |
|
|
2023
Q4 | $640K | Buy |
+16,318
| New | +$640K | 0.15% | 125 |
|