Wealth Alliance Advisory Group’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 | $466K | Sell |
10,972
-1,585
| -13% | -$67.3K | 0.09% | 117 |
|
|
2025
Q1 | $556K | Buy |
12,557
+1,130
| +10% | +$50K | 0.12% | 103 |
|
|
2024
Q4 | $494K | Buy |
11,427
+3,500
| +44% | +$151K | 0.1% | 107 |
|
|
2024
Q3 | $362K | Hold |
7,927
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $319K | Sell |
7,927
-417
| -5% | -$16.8K | 0.07% | 141 |
|
|
2024
Q1 | $340K | Hold |
8,344
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $327K | Hold |
8,344
| – | – | 0.09% | 133 |
|
|
2023
Q3 | $293K | Hold |
8,344
| – | – | 0.09% | 133 |
|
|
2023
Q2 | $309K | Hold |
8,344
| – | – | 0.11% | 126 |
|
|
2023
Q1 | $317K | Hold |
8,344
| – | – | 0.12% | 116 |
|
|
2022
Q4 | $330K | Hold |
8,344
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $296K | Hold |
8,344
| – | – | 0.13% | 102 |
|
|
2022
Q2 | $333K | Hold |
8,344
| – | – | 0.16% | 96 |
|
|
2022
Q1 | $367K | Sell |
8,344
-1,472
| -15% | -$64.7K | 0.16% | 98 |
|
|
2021
Q4 | $413K | Hold |
9,816
| – | – | 0.18% | 93 |
|
|
2021
Q3 | $384K | Hold |
9,816
| – | – | 0.19% | 84 |
|
|
2021
Q2 | $394K | Hold |
9,816
| – | – | 0.19% | 85 |
|
|
2021
Q1 | $378K | Hold |
9,816
| – | – | 0.19% | 89 |
|
|
2020
Q4 | $323K | Sell |
9,816
-516
| -5% | -$17K | 0.17% | 92 |
|
|
2020
Q3 | $283K | Sell |
10,332
-1,148
| -10% | -$31.4K | 0.17% | 90 |
|
|
2020
Q2 | $320K | Buy |
+11,480
| New | +$320K | 0.2% | 77 |
|