Atwood & Palmer’s SPDR S&P Dividend ETF SDY Stock Holding History

Atwood & Palmer’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.1K	Sell	200 -550	-73%	-$74.7K	﹤0.01%	289
2025 Q1	$102K	Hold	750	–	–	0.01%	183
2024 Q4	$99.1K	Hold	750	–	–	0.01%	178
2024 Q3	$107K	Hold	750	–	–	0.01%	179
2024 Q2	$95.4K	Sell	750 -550	-42%	-$69.9K	0.01%	182
2024 Q1	$171K	Hold	1,300	–	–	0.01%	155
2023 Q4	$162K	Sell	1,300 -450	-26%	-$56.2K	0.01%	158
2023 Q3	$201K	Hold	1,750	–	–	0.02%	139
2023 Q2	$215K	Buy	1,750 +1,550	+775%	+$190K	0.02%	144
2023 Q1	$24.7K	Hold	200	–	–	﹤0.01%	251
2022 Q4	$25K	Hold	200	–	–	﹤0.01%	267
2022 Q3	$22K	Hold	200	–	–	﹤0.01%	260
2022 Q2	$24K	Hold	200	–	–	﹤0.01%	276
2022 Q1	$26K	Hold	200	–	–	﹤0.01%	293
2021 Q4	$26K	Hold	200	–	–	﹤0.01%	291
2021 Q3	$24K	Hold	200	–	–	﹤0.01%	291
2021 Q2	$24K	Hold	200	–	–	﹤0.01%	279
2021 Q1	$24K	Hold	200	–	–	﹤0.01%	274
2020 Q4	$21K	Hold	200	–	–	﹤0.01%	274
2020 Q3	$18K	Hold	200	–	–	﹤0.01%	237
2020 Q2	$18K	Hold	200	–	–	﹤0.01%	229
2020 Q1	$16K	Hold	200	–	–	﹤0.01%	232
2019 Q4	$22K	Hold	200	–	–	﹤0.01%	220
2019 Q3	$21K	Hold	200	–	–	﹤0.01%	230
2019 Q2	$20K	Hold	200	–	–	﹤0.01%	226
2019 Q1	$20K	Hold	200	–	–	﹤0.01%	222
2018 Q4	$18K	Hold	200	–	–	﹤0.01%	220
2018 Q3	$20K	Hold	200	–	–	﹤0.01%	235
2018 Q2	$19K	Hold	200	–	–	﹤0.01%	238
2018 Q1	$18K	Sell	200 -125	-38%	-$11.3K	﹤0.01%	233
2017 Q4	$31K	Hold	325	–	–	﹤0.01%	201
2017 Q3	$30K	Hold	325	–	–	﹤0.01%	204
2017 Q2	$29K	Hold	325	–	–	﹤0.01%	213
2017 Q1	$29K	Hold	325	–	–	﹤0.01%	200
2016 Q4	$28K	Hold	325	–	–	0.01%	206
2016 Q3	$27K	Hold	325	–	–	﹤0.01%	204
2016 Q2	$27K	Hold	325	–	–	﹤0.01%	209
2016 Q1	$26K	Sell	325 -260	-44%	-$20.8K	﹤0.01%	215
2015 Q4	$43K	Hold	585	–	–	0.01%	211
2015 Q3	$42K	Hold	585	–	–	0.01%	202
2015 Q2	$45K	Hold	585	–	–	0.01%	190
2015 Q1	$46K	Sell	585 -370	-39%	-$29.1K	0.01%	189
2014 Q4	$76K	Hold	955	–	–	0.01%	180
2014 Q3	$72K	Sell	955 -45	-5%	-$3.39K	0.01%	184
2014 Q2	$77K	Buy	+1,000	New	+$77K	0.02%	170