BWM
Benchmark Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
5,636
-50
| -0.9% | -$6.79K | 0.34% | 33 |
|
|
2025
Q1 | $771K | Hold |
5,686
| – | – | 0.37% | 30 |
|
|
2024
Q4 | $751K | Hold |
5,686
| – | – | 0.37% | 26 |
|
|
2024
Q3 | $808K | Hold |
5,686
| – | – | 0.4% | 24 |
|
|
2024
Q2 | $723K | Hold |
5,686
| – | – | 0.39% | 26 |
|
|
2024
Q1 | $746K | Hold |
5,686
| – | – | 0.41% | 25 |
|
|
2023
Q4 | $711K | Sell |
5,686
-200
| -3% | -$25K | 0.42% | 24 |
|
|
2023
Q3 | $677K | Sell |
5,886
-200
| -3% | -$23K | 0.43% | 26 |
|
|
2023
Q2 | $746K | Hold |
6,086
| – | – | 0.45% | 23 |
|
|
2023
Q1 | $750K | Hold |
6,086
| – | – | 0.48% | 23 |
|
|
2022
Q4 | $761K | Buy |
6,086
+750
| +14% | +$93.8K | 0.55% | 21 |
|
|
2022
Q3 | $595K | Hold |
5,336
| – | – | 0.47% | 22 |
|
|
2022
Q2 | $633K | Sell |
5,336
-899
| -14% | -$107K | 0.47% | 21 |
|
|
2022
Q1 | $799K | Hold |
6,235
| – | – | 0.54% | 17 |
|
|
2021
Q4 | $805K | Hold |
6,235
| – | – | 0.52% | 18 |
|
|
2021
Q3 | $733K | Sell |
6,235
-194
| -3% | -$22.8K | 0.52% | 17 |
|
|
2021
Q2 | $786K | Sell |
6,429
-288
| -4% | -$35.2K | 0.54% | 18 |
|
|
2021
Q1 | $793K | Hold |
6,717
| – | – | 0.59% | 16 |
|
|
2020
Q4 | $712K | Hold |
6,717
| – | – | 0.54% | 17 |
|
|
2020
Q3 | $621K | Hold |
6,717
| – | – | 0.49% | 19 |
|
|
2020
Q2 | $613K | Hold |
6,717
| – | – | 0.52% | 18 |
|
|
2020
Q1 | $536K | Hold |
6,717
| – | – | 0.54% | 16 |
|
|
2019
Q4 | $723K | Buy |
+6,717
| New | +$723K | 0.62% | 19 |
|