Almanack Investment Partners’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 | $494K | Buy |
+3,641
| New | +$494K | 0.08% | 120 |
|
|
2022
Q3 | – | Sell |
-13,859
| Closed | -$1.65M | – | 910 |
|
|
2022
Q2 | $1.65M | Sell |
13,859
-910
| -6% | -$108K | 0.16% | 91 |
|
|
2022
Q1 | $1.89M | Sell |
14,769
-5,253
| -26% | -$673K | 0.16% | 97 |
|
|
2021
Q4 | $2.59M | Sell |
20,022
-421
| -2% | -$54.4K | 0.21% | 72 |
|
|
2021
Q3 | $2.4M | Buy |
20,443
+93
| +0.5% | +$10.9K | 0.21% | 78 |
|
|
2021
Q2 | $2.49M | Sell |
20,350
-717
| -3% | -$87.7K | 0.24% | 71 |
|
|
2021
Q1 | $2.49M | Sell |
21,067
-5,681
| -21% | -$671K | 0.25% | 71 |
|
|
2020
Q4 | $2.83M | Sell |
26,748
-115
| -0.4% | -$12.2K | 0.32% | 56 |
|
|
2020
Q3 | $2.8M | Buy |
+26,863
| New | +$2.8M | 0.35% | 51 |
|
|
2020
Q2 | – | Sell |
-5,625
| Closed | -$449K | – | 284 |
|
|
2020
Q1 | $449K | Hold |
5,625
| – | – | 0.1% | 133 |
|
|
2019
Q4 | $605K | Sell |
5,625
-487
| -8% | -$52.4K | 0.12% | 90 |
|
|
2019
Q3 | $627K | Hold |
6,112
| – | – | 0.12% | 97 |
|
|
2019
Q2 | $617K | Buy |
+6,112
| New | +$617K | 0.14% | 82 |
|
|
2018
Q4 | – | Sell |
-3,962
| Closed | -$386K | – | 256 |
|
|
2018
Q3 | $386K | Sell |
3,962
-1,264
| -24% | -$123K | 0.1% | 105 |
|
|
2018
Q2 | $484K | Sell |
5,226
-1,029
| -16% | -$95.3K | 0.22% | 40 |
|
|
2018
Q1 | $570K | Sell |
6,255
-1,195
| -16% | -$109K | 0.22% | 39 |
|
|
2017
Q4 | $704K | Buy |
+7,450
| New | +$704K | 0.28% | 41 |
|