Aberdeen Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Buy |
14,819
+3
| +0% | +$407 | 1.34% | 18 |
|
2025
Q1 | $2.01M | Sell |
14,816
-73
| -0.5% | -$9.91K | 1.39% | 17 |
|
2024
Q4 | $1.97M | Buy |
14,889
+3
| +0% | +$396 | 1.35% | 16 |
|
2024
Q3 | $2.11M | Sell |
14,886
-224
| -1% | -$31.8K | 1.39% | 17 |
|
2024
Q2 | $1.92M | Buy |
15,110
+3
| +0% | +$382 | 1.3% | 18 |
|
2024
Q1 | $1.98M | Buy |
15,107
+2
| +0% | +$262 | 1.15% | 19 |
|
2023
Q4 | $1.89M | Sell |
15,105
-168
| -1% | -$21K | 1.37% | 16 |
|
2023
Q3 | $1.76M | Buy |
15,273
+2
| +0% | +$230 | 1.32% | 19 |
|
2023
Q2 | $1.87M | Buy |
15,271
+3
| +0% | +$368 | 1.35% | 17 |
|
2023
Q1 | $1.89M | Sell |
15,268
-248
| -2% | -$30.7K | 1.41% | 17 |
|
2022
Q4 | $1.94M | Sell |
15,516
-364
| -2% | -$45.5K | 1.46% | 14 |
|
2022
Q3 | $1.77M | Buy |
15,880
+2
| +0% | +$223 | 1.56% | 13 |
|
2022
Q2 | $1.89M | Sell |
15,878
-153
| -1% | -$18.2K | 1.5% | 14 |
|
2022
Q1 | $2.05M | Buy |
16,031
+2
| +0% | +$256 | 1.4% | 16 |
|
2021
Q4 | $2.07M | Buy |
+16,029
| New | +$2.07M | 1.35% | 18 |
|
2021
Q2 | – | Sell |
-16,022
| Closed | -$1.89M | – | 153 |
|
2021
Q1 | $1.89M | Sell |
16,022
-5,188
| -24% | -$612K | 1.5% | 14 |
|
2020
Q4 | $2.25M | Sell |
21,210
-307
| -1% | -$32.5K | 1.7% | 11 |
|
2020
Q3 | $1.99M | Buy |
+21,517
| New | +$1.99M | 1.89% | 10 |
|
2020
Q2 | – | Sell |
-21,742
| Closed | -$1.74M | – | 137 |
|
2020
Q1 | $1.74M | Sell |
21,742
-21
| -0.1% | -$1.68K | 2.11% | 8 |
|
2019
Q4 | $2.34M | Buy |
+21,763
| New | +$2.34M | 1.74% | 9 |
|