Ownership history in SWS Partners · 19 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in SPDR S&P 500 HIGH DIVIDEND ETF (SPYD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 246,215 | +2,550 | +1.0% | 2.57% | $10.6M | $43.25 |
| 2025 Q3 | ADDED | 243,665 | +25,174 | +11.5% | 2.62% | $10.7M | $43.45 |
| 2025 Q2 | REDUCED | 218,491 | -881 | -0.4% | 2.50% | $9.3M | $41.44 |
| 2025 Q1 | REDUCED | 219,372 | -1 | -0.0% | 2.87% | $9.5M | $42.71 |
| 2024 Q4 | ADDED | 219,373 | +52,626 | +31.6% | 2.87% | $9.5M | $41.33 |
| 2024 Q3 | REDUCED | 166,747 | -27,466 | -14.1% | 2.42% | $7.6M | $43.08 |
| 2024 Q2 | REDUCED | 194,213 | -1,078 | -0.6% | 2.34% | $7.8M | $37.58 |
| 2024 Q1 | REDUCED | 195,291 | -310 | -0.2% | 2.38% | $8.0M | $37.58 |
| 2023 Q4 | ADDED | 195,601 | +2,755 | +1.4% | 2.50% | $7.7M | $35.83 |
| 2023 Q3 | ADDED | 192,846 | +5,739 | +3.1% | 2.50% | $6.8M | $31.63 |
As of 2025 Q4 — sorted by position size