WealthShield Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.4K	Buy	801 +84	+12%	+$3.86K	﹤0.01%	465
2025 Q4	$31K	Hold	717	–	–	﹤0.01%	463
2025 Q3	$31.5K	Hold	717	–	–	﹤0.01%	457
2025 Q2	$30.4K	Hold	717	–	–	﹤0.01%	449
2025 Q1	$31.7K	Hold	717	–	–	﹤0.01%	435
2024 Q4	$31K	Hold	717	–	–	﹤0.01%	400
2024 Q3	$32.7K	Hold	717	–	–	﹤0.01%	405
2024 Q2	$28.8K	Hold	717	–	–	﹤0.01%	385
2024 Q1	$29.2K	Sell	717 -90	-11%	-$3.51K	﹤0.01%	378
2023 Q4	$31.6K	Sell	807 -800	-50%	-$28.7K	0.01%	384
2023 Q3	$56.3K	Sell	1,607 -693	-30%	-$25.8K	0.01%	367
2023 Q2	$85.3K	Hold	2,300	–	–	0.01%	354
2023 Q1	$87.4K	Buy	+2,300	New	+$91.9K	0.01%	348
2021 Q3	–	Sell	-1,435	Closed	-$58K	–	676
2021 Q2	$58K	Hold	1,435	–	–	0.01%	448
2021 Q1	$55K	Buy	+1,435	New	+$52.3K	0.01%	437
2020 Q4	–	Sell	-4,770	Closed	-$131K	–	411
2020 Q3	$131K	Sell	4,770 -1,391	-23%	-$39.3K	0.05%	264
2020 Q2	$172K	Sell	6,161 -1,055	-15%	-$28.8K	0.08%	206
2020 Q1	$178K	Sell	7,216 -889	-11%	-$31K	0.11%	160
2019 Q4	$320K	Buy	8,105 +8	+0.1%	+$309	0.16%	136
2019 Q3	$308K	Buy	8,097 +5,344	+194%	+$200K	0.16%	132
2019 Q2	$105K	Sell	2,753 -4,632	-63%	-$176K	0.06%	163
2019 Q1	$279K	Buy	7,385 +1,804	+32%	+$66.5K	0.16%	111
2018 Q4	$190K	Buy	5,581 +103	+2%	+$3.77K	0.13%	128
2018 Q3	$206K	Buy	5,478 +658	+14%	+$24.9K	0.12%	122
2018 Q2	$180K	Buy	4,820 +710	+17%	+$25.9K	0.11%	122
2018 Q1	$147K	Buy	4,110 +3,610	+722%	+$132K	0.09%	125
2017 Q4	$19K	Buy	+500	New	+$18.5K	0.01%	180