Altus Wealth Group’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 | $1.3M | Buy |
9,560
+64
| +0.7% | +$8.69K | 0.57% | 37 |
|
|
2025
Q1 | $1.29M | Sell |
9,496
-33,176
| -78% | -$4.5M | 0.6% | 34 |
|
|
2024
Q4 | $5.64M | Sell |
42,672
-1,723
| -4% | -$228K | 2.49% | 10 |
|
|
2024
Q3 | $6.31M | Sell |
44,395
-6,496
| -13% | -$923K | 2.7% | 11 |
|
|
2024
Q2 | $6.47M | Sell |
50,891
-15,824
| -24% | -$2.01M | 3.24% | 7 |
|
|
2024
Q1 | $8.76M | Sell |
66,715
-8,562
| -11% | -$1.12M | 4.39% | 4 |
|
|
2023
Q4 | $9.41M | Sell |
75,277
-1,662
| -2% | -$208K | 5.21% | 2 |
|
|
2023
Q3 | $8.85M | Buy |
76,939
+307
| +0.4% | +$35.3K | 5.61% | 2 |
|
|
2023
Q2 | $9.39M | Buy |
76,632
+1,192
| +2% | +$146K | 5.77% | 2 |
|
|
2023
Q1 | $9.33M | Sell |
75,440
-30
| -0% | -$3.71K | 6.29% | 2 |
|
|
2022
Q4 | $9.44M | Buy |
75,470
+15,706
| +26% | +$1.96M | 7.17% | 2 |
|
|
2022
Q3 | $7.03M | Hold |
59,764
| – | – | 6.98% | 2 |
|
|
2022
Q2 | $7.03M | Sell |
59,764
-10,541
| -15% | -$1.24M | 6.98% | 2 |
|
|
2022
Q1 | $9.01M | Sell |
70,305
-6,080
| -8% | -$779K | 7.38% | 2 |
|
|
2021
Q4 | $9.86M | Buy |
76,385
+16,621
| +28% | +$2.15M | 8.14% | 2 |
|
|
2021
Q3 | $7.03M | Sell |
59,764
-5,943
| -9% | -$699K | 6.98% | 2 |
|
|
2021
Q2 | $8.04M | Buy |
65,707
+552
| +0.8% | +$67.5K | 7.85% | 2 |
|
|
2021
Q1 | $8.16M | Buy |
65,155
+2,296
| +4% | +$288K | 8.11% | 2 |
|
|
2020
Q4 | $6.66M | Buy |
+62,859
| New | +$6.66M | 6.37% | 2 |
|