Badgley Phelps Wealth Managers’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 | $3.66M | Sell |
26,972
-790
| -3% | -$107K | 0.08% | 132 |
|
|
2025
Q1 | $3.77M | Sell |
27,762
-1,850
| -6% | -$251K | 0.09% | 129 |
|
|
2024
Q4 | $3.91M | Sell |
29,612
-1,021
| -3% | -$135K | 0.09% | 125 |
|
|
2024
Q3 | $4.35M | Buy |
30,633
+5,206
| +20% | +$739K | 0.1% | 124 |
|
|
2024
Q2 | $3.23M | Sell |
25,427
-100
| -0.4% | -$12.7K | 0.08% | 122 |
|
|
2024
Q1 | $3.35M | Sell |
25,527
-731
| -3% | -$95.9K | 0.08% | 122 |
|
|
2023
Q4 | $3.28M | Sell |
26,258
-769
| -3% | -$96.1K | 0.09% | 117 |
|
|
2023
Q3 | $3.11M | Sell |
27,027
-1,259
| -4% | -$145K | 0.11% | 114 |
|
|
2023
Q2 | $3.47M | Buy |
+28,286
| New | +$3.47M | 0.11% | 113 |
|