Atomi Financial 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
$571K Buy
4,206
+6
+0.1% +$814 0.02% 531
2025
Q1
$570K Sell
4,200
-49
-1% -$6.65K 0.03% 478
2024
Q4
$561K Buy
4,249
+199
+5% +$26.3K 0.03% 438
2024
Q3
$575K Sell
4,050
-88
-2% -$12.5K 0.04% 401
2024
Q2
$526K Sell
4,138
-111
-3% -$14.1K 0.04% 379
2024
Q1
$558K Sell
4,249
-2,319
-35% -$304K 0.05% 314
2023
Q4
$821K Sell
6,568
-92
-1% -$11.5K 0.11% 166
2023
Q3
$766K Buy
6,660
+1,864
+39% +$214K 0.26% 105
2023
Q2
$588K Sell
4,796
-48
-1% -$5.88K 0.27% 114
2023
Q1
$599K Buy
+4,844
New +$599K 0.33% 85