Accredited Investors’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 | $732K | Buy |
5,390
+490
| +10% | +$66.5K | 0.04% | 113 |
|
|
2025
Q1 | $665K | Hold |
4,900
| – | – | 0.04% | 111 |
|
|
2024
Q4 | $647K | Hold |
4,900
| – | – | 0.04% | 112 |
|
|
2024
Q3 | $696K | Buy |
+4,900
| New | +$696K | 0.04% | 110 |
|
|
2018
Q3 | – | Sell |
-4,452
| Closed | -$413K | – | 136 |
|
|
2018
Q2 | $413K | Buy |
+4,452
| New | +$413K | 0.11% | 73 |
|