Berger Financial Group’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 | $399K | Sell |
2,939
-37
| -1% | -$5.02K | 0.03% | 294 |
|
|
2025
Q1 | $404K | Sell |
2,976
-51
| -2% | -$6.92K | 0.03% | 287 |
|
|
2024
Q4 | $400K | Sell |
3,027
-38
| -1% | -$5.02K | 0.03% | 285 |
|
|
2024
Q3 | $435K | Buy |
3,065
+21
| +0.7% | +$2.98K | 0.03% | 249 |
|
|
2024
Q2 | $387K | Buy |
3,044
+84
| +3% | +$10.7K | 0.03% | 240 |
|
|
2024
Q1 | $389K | Sell |
2,960
-14
| -0.5% | -$1.84K | 0.03% | 238 |
|
|
2023
Q4 | $372K | Sell |
2,974
-54
| -2% | -$6.75K | 0.04% | 196 |
|
|
2023
Q3 | $348K | Buy |
3,028
+32
| +1% | +$3.68K | 0.04% | 189 |
|
|
2023
Q2 | $367K | Buy |
2,996
+5
| +0.2% | +$613 | 0.04% | 192 |
|
|
2023
Q1 | $370K | Sell |
2,991
-65
| -2% | -$8.04K | 0.04% | 187 |
|
|
2022
Q4 | $382K | Sell |
3,056
-216
| -7% | -$27K | 0.05% | 180 |
|
|
2022
Q3 | $365K | Buy |
3,272
+236
| +8% | +$26.3K | 0.05% | 162 |
|
|
2022
Q2 | $360K | Buy |
3,036
+205
| +7% | +$24.3K | 0.05% | 162 |
|
|
2022
Q1 | $363K | Buy |
2,831
+4
| +0.1% | +$513 | 0.05% | 179 |
|
|
2021
Q4 | $365K | Buy |
2,827
+564
| +25% | +$72.8K | 0.05% | 185 |
|
|
2021
Q3 | $266K | Buy |
2,263
+27
| +1% | +$3.17K | 0.05% | 174 |
|
|
2021
Q2 | $273K | Buy |
2,236
+16
| +0.7% | +$1.95K | 0.05% | 169 |
|
|
2021
Q1 | $262K | Buy |
2,220
+29
| +1% | +$3.42K | 0.06% | 160 |
|
|
2020
Q4 | $232K | Buy |
+2,191
| New | +$232K | 0.04% | 185 |
|