BIP 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 | $365K | Hold |
2,692
| – | – | 0.02% | 180 |
|
|
2025
Q1 | $365K | Sell |
2,692
-939
| -26% | -$127K | 0.02% | 182 |
|
|
2024
Q4 | $480K | Hold |
3,631
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $516K | Hold |
3,631
| – | – | 0.04% | 139 |
|
|
2024
Q2 | $462K | Buy |
3,631
+400
| +12% | +$50.9K | 0.04% | 120 |
|
|
2024
Q1 | $424K | Hold |
3,231
| – | – | 0.03% | 134 |
|
|
2023
Q4 | $404K | Hold |
3,231
| – | – | 0.03% | 128 |
|
|
2023
Q3 | $372K | Buy |
3,231
+480
| +17% | +$55.2K | 0.03% | 123 |
|
|
2023
Q2 | $337K | Buy |
+2,751
| New | +$337K | 0.03% | 130 |
|