American Money 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
$5.95M Buy
43,870
+1,077
+3% +$146K 1.05% 36
2025
Q1
$5.81M Buy
42,793
+312
+0.7% +$42.3K 1.1% 34
2024
Q4
$5.61M Buy
42,481
+1,011
+2% +$134K 1.09% 34
2024
Q3
$5.89M Sell
41,470
-17,838
-30% -$2.53M 1.18% 31
2024
Q2
$7.54M Buy
59,308
+340
+0.6% +$43.2K 1.61% 19
2024
Q1
$7.74M Sell
58,968
-1,327
-2% -$174K 1.61% 18
2023
Q4
$7.54M Buy
60,295
+752
+1% +$94K 1.7% 15
2023
Q3
$6.85M Buy
59,543
+2,764
+5% +$318K 1.75% 15
2023
Q2
$6.96M Buy
56,779
+967
+2% +$119K 1.74% 12
2023
Q1
$6.9M Buy
55,812
+1,746
+3% +$216K 1.83% 10
2022
Q4
$6.76M Buy
54,066
+400
+0.7% +$50K 1.93% 11
2022
Q3
$5.98M Buy
53,666
+874
+2% +$97.5K 1.83% 9
2022
Q2
$6.27M Buy
52,792
+4,133
+8% +$491K 1.82% 10
2022
Q1
$6.23M Buy
48,659
+169
+0.3% +$21.7K 1.66% 17
2021
Q4
$6.26M Buy
48,490
+535
+1% +$69.1K 1.62% 19
2021
Q3
$5.64M Buy
47,955
+719
+2% +$84.5K 1.59% 17
2021
Q2
$5.78M Sell
47,236
-2,961
-6% -$362K 1.96% 14
2021
Q1
$5.93M Sell
50,197
-5,984
-11% -$706K 2.21% 10
2020
Q4
$5.95M Buy
56,181
+15,753
+39% +$1.67M 2.33% 9
2020
Q3
$3.74M Sell
40,428
-1,356
-3% -$125K 1.69% 26
2020
Q2
$3.81M Buy
41,784
+8,227
+25% +$750K 1.78% 22
2020
Q1
$2.68M Buy
33,557
+212
+0.6% +$16.9K 1.5% 31
2019
Q4
$3.59M Sell
33,345
-577
-2% -$62.1K 1.68% 26
2019
Q3
$3.48M Buy
33,922
+6,882
+25% +$706K 1.86% 22
2019
Q2
$2.73M Buy
27,040
+1,220
+5% +$123K 1.46% 32
2019
Q1
$2.57M Buy
25,820
+3,021
+13% +$300K 1.43% 34
2018
Q4
$2.04M Sell
22,799
-620
-3% -$55.5K 1.29% 34
2018
Q3
$2.29M Sell
23,419
-1,556
-6% -$152K 1.31% 34
2018
Q2
$2.32M Sell
24,975
-6,584
-21% -$610K 1.4% 34
2018
Q1
$2.88M Sell
31,559
-1,256
-4% -$115K 1.8% 29
2017
Q4
$3.1M Sell
32,815
-851
-3% -$80.4K 1.88% 27
2017
Q3
$3.08M Sell
33,666
-480
-1% -$43.8K 2.04% 20
2017
Q2
$3.04M Buy
34,146
+219
+0.6% +$19.5K 2.16% 17
2017
Q1
$2.99M Sell
33,927
-2,233
-6% -$197K 2.21% 13
2016
Q4
$3.09M Sell
36,160
-858
-2% -$73.4K 2.49% 10
2016
Q3
$3.12M Sell
37,018
-9,465
-20% -$799K 2.5% 7
2016
Q2
$3.9M Sell
46,483
-1,153
-2% -$96.8K 3.23% 4
2016
Q1
$3.81M Sell
47,636
-2,395
-5% -$191K 3.15% 5
2015
Q4
$3.68M Sell
50,031
-977
-2% -$71.9K 3.16% 5
2015
Q3
$3.68M Sell
51,008
-5,150
-9% -$372K 3.48% 4
2015
Q2
$4.28M Sell
56,158
-2,353
-4% -$179K 3.62% 4
2015
Q1
$4.58M Sell
58,511
-3,908
-6% -$306K 4% 4
2014
Q4
$4.92M Sell
62,419
-2,266
-4% -$179K 4.24% 3
2014
Q3
$4.85M Sell
64,685
-7,496
-10% -$562K 4.11% 3
2014
Q2
$5.53M Sell
72,181
-5,410
-7% -$414K 4.52% 2
2014
Q1
$5.71M Sell
77,591
-4,153
-5% -$306K 4.85% 2
2013
Q4
$5.94M Buy
+81,744
New +$5.94M 5.12% 2