WA
Waverly 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 | $3.66M | Buy |
86,241
+3,700
| +4% | +$157K | 0.04% | 366 |
|
|
2025
Q1 | $3.65M | Buy |
82,541
+70,585
| +590% | +$3.12M | 0.04% | 349 |
|
|
2024
Q4 | $517K | Buy |
11,956
+1,888
| +19% | +$81.6K | 0.01% | 675 |
|
|
2024
Q3 | $460K | Hold |
10,068
| – | – | 0.01% | 603 |
|
|
2024
Q2 | $405K | Sell |
10,068
-166
| -2% | -$6.68K | 0.01% | 618 |
|
|
2024
Q1 | $417K | Buy |
+10,234
| New | +$417K | 0.01% | 513 |
|