Anchor Investment 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 | $95.8K | Hold |
706
| – | – | 0.01% | 481 |
|
|
2025
Q1 | $95.8K | Hold |
706
| – | – | 0.01% | 467 |
|
|
2024
Q4 | $93.3K | Hold |
706
| – | – | 0.01% | 473 |
|
|
2024
Q3 | $100K | Sell |
706
-50
| -7% | -$7.1K | 0.01% | 461 |
|
|
2024
Q2 | $96.1K | Hold |
756
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $99.2K | Buy |
756
+50
| +7% | +$6.56K | 0.01% | 440 |
|
|
2023
Q4 | $88.2K | Hold |
706
| – | – | 0.01% | 453 |
|
|
2023
Q3 | $81.2K | Buy |
706
+606
| +606% | +$69.7K | 0.01% | 445 |
|
|
2023
Q2 | $12.3K | Hold |
100
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $12.4K | Hold |
100
| – | – | ﹤0.01% | 712 |
|
|
2022
Q4 | $12.5K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $11.2K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $11.9K | Hold |
100
| – | – | ﹤0.01% | 710 |
|
|
2022
Q1 | $12.8K | Hold |
100
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $12.9K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $12.2K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $11.8K | Hold |
100
| – | – | ﹤0.01% | 692 |
|
|
2020
Q4 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 672 |
|
|
2020
Q3 | $9.24K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2020
Q2 | $9.12K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2020
Q1 | $7.99K | Sell |
100
-833
| -89% | -$66.5K | ﹤0.01% | 654 |
|
|
2019
Q4 | $100K | Buy |
933
+700
| +300% | +$75.3K | 0.02% | 370 |
|
|
2019
Q3 | $23.9K | Hold |
233
| – | – | 0.01% | 543 |
|
|
2019
Q2 | $23.5K | Hold |
233
| – | – | 0.01% | 544 |
|
|
2019
Q1 | $23.2K | Hold |
233
| – | – | 0.01% | 540 |
|
|
2018
Q4 | $20.9K | Hold |
233
| – | – | 0.01% | 538 |
|
|
2018
Q3 | $22.8K | Hold |
233
| – | – | 0.01% | 557 |
|
|
2018
Q2 | $21.6K | Hold |
233
| – | – | 0.01% | 572 |
|
|
2018
Q1 | $21.3K | Hold |
233
| – | – | 0.01% | 564 |
|
|
2017
Q4 | $22K | Hold |
233
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $21.3K | Hold |
233
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $20.7K | Hold |
233
| – | – | 0.01% | 493 |
|
|
2017
Q1 | $20.5K | Buy |
233
+100
| +75% | +$8.81K | 0.01% | 482 |
|
|
2016
Q4 | $11.4K | Hold |
133
| – | – | ﹤0.01% | 529 |
|
|
2016
Q3 | $11.2K | Hold |
133
| – | – | ﹤0.01% | 515 |
|
|
2016
Q2 | $11.2K | Hold |
133
| – | – | ﹤0.01% | 507 |
|
|
2016
Q1 | $10.6K | Buy |
+133
| New | +$10.6K | ﹤0.01% | 484 |
|