BEI
Benjamin Edwards Inc’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 | $25.5M | Buy |
187,705
+167,975
| +851% | +$22.8M | 0.32% | 82 |
|
|
2025
Q1 | $2.68M | Buy |
19,730
+13
| +0.1% | +$1.76K | 0.04% | 356 |
|
|
2024
Q4 | $2.61M | Buy |
19,717
+569
| +3% | +$75.2K | 0.04% | 382 |
|
|
2024
Q3 | $2.72M | Buy |
+19,148
| New | +$2.72M | 0.04% | 373 |
|
|
2023
Q2 | – | Sell |
-38
| Closed | -$5K | – | 715 |
|
|
2023
Q1 | $5K | Hold |
38
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $5K | Hold |
38
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $4K | Buy |
38
+1
| +3% | +$105 | ﹤0.01% | 630 |
|
|
2022
Q2 | $4K | Sell |
37
-89
| -71% | -$9.62K | ﹤0.01% | 634 |
|
|
2022
Q1 | $16K | Buy |
126
+36
| +40% | +$4.57K | ﹤0.01% | 576 |
|
|
2021
Q4 | $12K | Buy |
+90
| New | +$12K | ﹤0.01% | 567 |
|