Baker Tilly Wealth 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 | $662K | Hold |
4,877
| – | – | 0.24% | 98 |
|
|
2025
Q1 | $662K | Hold |
4,877
| – | – | 0.26% | 97 |
|
|
2024
Q4 | $644K | Buy |
4,877
+17
| +0.3% | +$2.25K | 0.25% | 94 |
|
|
2024
Q3 | $690K | Sell |
4,860
-1,060
| -18% | -$151K | 0.31% | 82 |
|
|
2024
Q2 | $753K | Sell |
5,920
-6,675
| -53% | -$849K | 0.31% | 81 |
|
|
2024
Q1 | $1.65M | Sell |
12,595
-808
| -6% | -$106K | 0.3% | 78 |
|
|
2023
Q4 | $1.67M | Hold |
13,403
| – | – | 0.28% | 81 |
|
|
2023
Q3 | $1.54M | Hold |
13,403
| – | – | 0.25% | 85 |
|
|
2023
Q2 | $1.64M | Sell |
13,403
-3,068
| -19% | -$376K | 0.17% | 128 |
|
|
2023
Q1 | $2.04M | Buy |
16,471
+197
| +1% | +$24.4K | 0.23% | 100 |
|
|
2022
Q4 | $2.04M | Buy |
16,274
+18
| +0.1% | +$2.25K | 0.25% | 93 |
|
|
2022
Q3 | $1.81M | Buy |
16,256
+32
| +0.2% | +$3.57K | 0.25% | 90 |
|
|
2022
Q2 | $1.93M | Sell |
16,224
-4,010
| -20% | -$476K | 0.25% | 84 |
|
|
2022
Q1 | $2.59M | Buy |
20,234
+264
| +1% | +$33.8K | 0.29% | 73 |
|
|
2021
Q4 | $2.58M | Buy |
19,970
+11,427
| +134% | +$1.48M | 0.28% | 71 |
|
|
2021
Q3 | $1M | Hold |
8,543
| – | – | 0.13% | 165 |
|
|
2021
Q2 | $1.05M | Hold |
8,543
| – | – | 0.17% | 138 |
|
|
2021
Q1 | $1.01M | Hold |
8,543
| – | – | 0.21% | 113 |
|
|
2020
Q4 | $905K | Buy |
+8,543
| New | +$905K | 0.28% | 89 |
|