Beverly Hills Private Wealth’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 | $229K | Sell |
1,685
-98
| -5% | -$13.3K | 0.04% | 306 |
|
|
2025
Q1 | $242K | Hold |
1,783
| – | – | 0.05% | 304 |
|
|
2024
Q4 | $236K | Buy |
1,783
+12
| +0.7% | +$1.59K | 0.05% | 300 |
|
|
2024
Q3 | $252K | Buy |
1,771
+8
| +0.5% | +$1.14K | 0.05% | 297 |
|
|
2024
Q2 | $224K | Sell |
1,763
-6
| -0.3% | -$763 | 0.05% | 319 |
|
|
2024
Q1 | $232K | Sell |
1,769
-795
| -31% | -$104K | 0.05% | 312 |
|
|
2023
Q4 | $320K | Buy |
2,564
+18
| +0.7% | +$2.25K | 0.08% | 244 |
|
|
2023
Q3 | $293K | Buy |
2,546
+17
| +0.7% | +$1.96K | 0.09% | 231 |
|
|
2023
Q2 | $315K | Buy |
2,529
+5
| +0.2% | +$622 | 0.05% | 281 |
|
|
2023
Q1 | $312K | Buy |
2,524
+686
| +37% | +$84.9K | 0.1% | 214 |
|
|
2022
Q4 | $230K | Buy |
+1,838
| New | +$230K | 0.1% | 200 |
|