WealthPlan Investment Management’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 | $6.34M | Sell |
149,494
-20,892
| -12% | -$887K | 0.46% | 71 |
|
|
2025
Q1 | $7.54M | Sell |
170,386
-140,657
| -45% | -$6.23M | 0.74% | 54 |
|
|
2024
Q4 | $13.4M | Buy |
311,043
+181,434
| +140% | +$7.85M | 1.33% | 17 |
|
|
2024
Q3 | $5.92M | Buy |
+129,609
| New | +$5.92M | 0.6% | 63 |
|
|
2023
Q1 | – | Sell |
-72,553
| Closed | -$3.05M | – | 559 |
|
|
2022
Q4 | $3.05M | Sell |
72,553
-872
| -1% | -$36.7K | 0.21% | 98 |
|
|
2022
Q3 | $2.96M | Buy |
+73,425
| New | +$2.96M | 0.22% | 92 |
|
|
2022
Q1 | $3.35M | Buy |
+78,483
| New | +$3.35M | 0.23% | 96 |
|