WWM
Western Wealth Management’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 | $1.83M | Buy |
43,236
+4,214
| +11% | +$179K | 0.11% | 175 |
|
|
2025
Q1 | $1.73M | Sell |
39,022
-2,699
| -6% | -$119K | 0.11% | 178 |
|
|
2024
Q4 | $1.8M | Sell |
41,721
-42,431
| -50% | -$1.83M | 0.12% | 165 |
|
|
2024
Q3 | $3.84M | Buy |
84,152
+41,025
| +95% | +$1.87M | 0.22% | 94 |
|
|
2024
Q2 | $1.73M | Buy |
43,127
+2,655
| +7% | +$107K | 0.13% | 143 |
|
|
2024
Q1 | $1.65M | Sell |
40,472
-42,165
| -51% | -$1.72M | 0.13% | 156 |
|
|
2023
Q4 | $3.24M | Buy |
82,637
+218
| +0.3% | +$8.54K | 0.23% | 86 |
|
|
2023
Q3 | $2.89M | Buy |
82,419
+339
| +0.4% | +$11.9K | 0.24% | 84 |
|
|
2023
Q2 | $3.04M | Sell |
82,080
-300,965
| -79% | -$11.2M | 0.26% | 84 |
|
|
2023
Q1 | $14.6M | Sell |
383,045
-53,551
| -12% | -$2.03M | 1.35% | 8 |
|
|
2022
Q4 | $17.3M | Sell |
436,596
-449,527
| -51% | -$17.8M | 1.77% | 6 |
|
|
2022
Q3 | $31.6M | Sell |
886,123
-23,904
| -3% | -$851K | 1.81% | 5 |
|
|
2022
Q2 | $36.3M | Buy |
910,027
+257,000
| +39% | +$10.3M | 2.09% | 4 |
|
|
2022
Q1 | $28.7M | Buy |
653,027
+470,324
| +257% | +$20.7M | 1.39% | 11 |
|
|
2021
Q4 | $7.68M | Buy |
+182,703
| New | +$7.68M | 0.76% | 25 |
|
|
2021
Q2 | $8.48M | Buy |
211,620
+23,168
| +12% | +$928K | 0.87% | 17 |
|
|
2021
Q1 | $7.26M | Buy |
188,452
+148,560
| +372% | +$5.72M | 0.98% | 16 |
|
|
2020
Q4 | $1.31M | Sell |
39,892
-1,849
| -4% | -$60.9K | 0.19% | 126 |
|
|
2020
Q3 | $1.14M | Buy |
41,741
+2,408
| +6% | +$66K | 0.19% | 124 |
|
|
2020
Q2 | $1.1M | Buy |
+39,333
| New | +$1.1M | 0.2% | 122 |
|