WANY
Wealthspire Advisors (New York)’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 | $2.47M | Buy |
58,301
+78
| +0.1% | +$3.31K | 0.01% | 251 |
|
|
2025
Q1 | $2.58M | Buy |
58,223
+549
| +1% | +$24.3K | 0.02% | 237 |
|
|
2024
Q4 | $2.49M | Buy |
57,674
+629
| +1% | +$27.2K | 0.02% | 223 |
|
|
2024
Q3 | $2.6M | Hold |
57,045
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $2.29M | Sell |
57,045
-1,045
| -2% | -$42K | 0.03% | 189 |
|
|
2024
Q1 | $2.36M | Sell |
58,090
-6,123
| -10% | -$249K | 0.03% | 180 |
|
|
2023
Q4 | $2.52M | Sell |
64,213
-2,550
| -4% | -$99.9K | 0.04% | 164 |
|
|
2023
Q3 | $2.34M | Buy |
66,763
+90
| +0.1% | +$3.16K | 0.04% | 153 |
|
|
2023
Q2 | $2.47M | Hold |
66,673
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $2.53M | Hold |
66,673
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $2.64M | Hold |
66,673
| – | – | 0.05% | 132 |
|
|
2022
Q3 | $2.37M | Hold |
66,673
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $2.66M | Buy |
66,673
+58,000
| +669% | +$2.31M | 0.06% | 121 |
|
|
2022
Q1 | $381K | Hold |
8,673
| – | – | 0.01% | 315 |
|
|
2021
Q4 | $365K | Sell |
8,673
-49,327
| -85% | -$2.08M | 0.01% | 379 |
|
|
2021
Q3 | $2.27M | Buy |
+58,000
| New | +$2.27M | 0.05% | 153 |
|