Hapanowicz & Associates Financial Services, Inc SPYD holdings history
SS SPDR P S&P 500 HI DIV ETF · CUSIP 78468R788 · CIK 1695959
As of 2024-06-30, Hapanowicz & Associates Financial Services, Inc reported 5.19K SPYD (shares), valued at $208.97K, or 0.12% of its reported non-derivative portfolio. Filed 2024-07-26.
Verify history & sources →Shares decreased 98.27%; reported value decreased 98.29%, and weight changed -6.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | 0.12% | 5,194 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 6.97% | 299,833 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 7.09% | 293,851 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 7.38% | 296,162 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.38% | 296,162 | $10.39M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 7.09% | 293,851 | $11.52M | Shares decreased 0.78%; reported value increased 10.88%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 6.97% | 299,833 | $12.21M | Shares increased 2.04%; reported value increased 5.99%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 0.12% | 5,194 | $208.97K | Shares decreased 98.27%; reported value decreased 98.29%, and weight changed -6.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.