Biltmore Family Office’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 | $74.7K | Buy |
550
+200
| +57% | +$27.1K | 0.01% | 228 |
|
|
2025
Q1 | $47.5K | Hold |
350
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $46.2K | Hold |
350
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $49.7K | Hold |
350
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $44.5K | Hold |
350
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $45.9K | Hold |
350
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $43.7K | Hold |
350
| – | – | 0.01% | 199 |
|
|
2023
Q3 | $40.3K | Sell |
350
-35
| -9% | -$4.03K | 0.01% | 201 |
|
|
2023
Q2 | $47.2K | Hold |
385
| – | – | 0.01% | 197 |
|
|
2023
Q1 | $47.6K | Hold |
385
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $48.2K | Hold |
385
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $43K | Hold |
385
| – | – | 0.01% | 182 |
|
|
2022
Q2 | $46K | Hold |
385
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $49K | Hold |
385
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $50K | Hold |
385
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $45K | Hold |
385
| – | – | 0.01% | 183 |
|
|
2021
Q2 | $47K | Hold |
385
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $45K | Hold |
385
| – | – | 0.01% | 160 |
|
|
2020
Q4 | $41K | Sell |
385
-100
| -21% | -$10.6K | 0.01% | 161 |
|
|
2020
Q3 | $45K | Hold |
485
| – | – | 0.03% | 142 |
|
|
2020
Q2 | $44K | Hold |
485
| – | – | 0.03% | 152 |
|
|
2020
Q1 | $39K | Buy |
+485
| New | +$39K | 0.03% | 146 |
|