WAP
Wealthcare Advisory Partners’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 | $309K | Sell |
7,290
-1,311
| -15% | -$55.6K | 0.01% | 784 |
|
|
2025
Q1 | $381K | Buy |
8,601
+549
| +7% | +$24.3K | 0.01% | 662 |
|
|
2024
Q4 | $348K | Buy |
8,052
+3,558
| +79% | +$154K | 0.01% | 663 |
|
|
2024
Q3 | $205K | Buy |
+4,494
| New | +$205K | 0.01% | 832 |
|
|
2021
Q2 | – | Sell |
-1,234
| Closed | -$48K | – | 1693 |
|
|
2021
Q1 | $48K | Buy |
+1,234
| New | +$48K | ﹤0.01% | 891 |
|
|
2020
Q2 | – | Sell |
-17,117
| Closed | -$421K | – | 1206 |
|
|
2020
Q1 | $421K | Sell |
17,117
-17,050
| -50% | -$419K | 0.06% | 176 |
|
|
2019
Q4 | $1.35M | Buy |
34,167
+1,024
| +3% | +$40.4K | 0.17% | 78 |
|
|
2019
Q3 | $1.26M | Buy |
33,143
+1,215
| +4% | +$46.2K | 0.18% | 71 |
|
|
2019
Q2 | $1.22M | Buy |
31,928
+5,447
| +21% | +$207K | 0.19% | 67 |
|
|
2019
Q1 | $1M | Buy |
26,481
+24,376
| +1,158% | +$922K | 0.17% | 74 |
|
|
2018
Q4 | $72K | Buy |
+2,105
| New | +$72K | 0.01% | 363 |
|