Boston 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 | $320K | Sell |
2,361
-380
| -14% | -$51.5K | 0.02% | 235 |
|
|
2025
Q1 | $372K | Sell |
2,741
-451
| -14% | -$61.2K | 0.03% | 221 |
|
|
2024
Q4 | $422K | Hold |
3,192
| – | – | 0.03% | 213 |
|
|
2024
Q3 | $453K | Hold |
3,192
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $406K | Sell |
3,192
-77
| -2% | -$9.79K | 0.03% | 204 |
|
|
2024
Q1 | $429K | Sell |
3,269
-179
| -5% | -$23.5K | 0.03% | 203 |
|
|
2023
Q4 | $431K | Hold |
3,448
| – | – | 0.03% | 204 |
|
|
2023
Q3 | $397K | Hold |
3,448
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $422K | Hold |
3,448
| – | – | 0.03% | 204 |
|
|
2023
Q1 | $426K | Sell |
3,448
-14
| -0.4% | -$1.73K | 0.03% | 206 |
|
|
2022
Q4 | $433K | Hold |
3,462
| – | – | 0.04% | 207 |
|
|
2022
Q3 | $386K | Hold |
3,462
| – | – | 0.03% | 212 |
|
|
2022
Q2 | $411K | Sell |
3,462
-600
| -15% | -$71.2K | 0.03% | 209 |
|
|
2022
Q1 | $520K | Sell |
4,062
-200
| -5% | -$25.6K | 0.04% | 201 |
|
|
2021
Q4 | $550K | Hold |
4,262
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $501K | Hold |
4,262
| – | – | 0.04% | 204 |
|
|
2021
Q2 | $521K | Hold |
4,262
| – | – | 0.04% | 203 |
|
|
2021
Q1 | $503K | Sell |
4,262
-440
| -9% | -$51.9K | 0.04% | 205 |
|
|
2020
Q4 | $498K | Sell |
4,702
-1,404
| -23% | -$149K | 0.04% | 202 |
|
|
2020
Q3 | $564K | Sell |
6,106
-510
| -8% | -$47.1K | 0.05% | 176 |
|
|
2020
Q2 | $603K | Hold |
6,616
| – | – | 0.06% | 171 |
|
|
2020
Q1 | $528K | Sell |
6,616
-18
| -0.3% | -$1.44K | 0.06% | 166 |
|
|
2019
Q4 | $714K | Sell |
6,634
-234
| -3% | -$25.2K | 0.07% | 163 |
|
|
2019
Q3 | $705K | Sell |
6,868
-417
| -6% | -$42.8K | 0.07% | 165 |
|
|
2019
Q2 | $735K | Hold |
7,285
| – | – | 0.08% | 165 |
|
|
2019
Q1 | $724K | Hold |
7,285
| – | – | 0.08% | 160 |
|
|
2018
Q4 | $652K | Sell |
7,285
-640
| -8% | -$57.3K | 0.08% | 162 |
|
|
2018
Q3 | $776K | Sell |
7,925
-5
| -0.1% | -$490 | 0.08% | 162 |
|
|
2018
Q2 | $735K | Sell |
7,930
-520
| -6% | -$48.2K | 0.08% | 168 |
|
|
2018
Q1 | $771K | Hold |
8,450
| – | – | 0.09% | 160 |
|
|
2017
Q4 | $798K | Buy |
8,450
+150
| +2% | +$14.2K | 0.09% | 162 |
|
|
2017
Q3 | $758K | Sell |
8,300
-130
| -2% | -$11.9K | 0.09% | 165 |
|
|
2017
Q2 | $749K | Sell |
8,430
-450
| -5% | -$40K | 0.09% | 163 |
|
|
2017
Q1 | $783K | Sell |
8,880
-280
| -3% | -$24.7K | 0.1% | 159 |
|
|
2016
Q4 | $784K | Buy |
9,160
+20
| +0.2% | +$1.71K | 0.1% | 160 |
|
|
2016
Q3 | $771K | Buy |
9,140
+5
| +0.1% | +$422 | 0.1% | 163 |
|
|
2016
Q2 | $767K | Sell |
9,135
-515
| -5% | -$43.2K | 0.1% | 159 |
|
|
2016
Q1 | $771K | Sell |
9,650
-200
| -2% | -$16K | 0.1% | 161 |
|
|
2015
Q4 | $725K | Sell |
9,850
-168
| -2% | -$12.4K | 0.1% | 157 |
|
|
2015
Q3 | $723K | Hold |
10,018
| – | – | 0.1% | 158 |
|
|
2015
Q2 | $763K | Sell |
10,018
-215
| -2% | -$16.4K | 0.1% | 164 |
|
|
2015
Q1 | $800K | Sell |
10,233
-500
| -5% | -$39.1K | 0.1% | 167 |
|
|
2014
Q4 | $846K | Buy |
10,733
+133
| +1% | +$10.5K | 0.11% | 160 |
|
|
2014
Q3 | $794K | Sell |
10,600
-355
| -3% | -$26.6K | 0.1% | 165 |
|
|
2014
Q2 | $839K | Sell |
10,955
-2,080
| -16% | -$159K | 0.11% | 162 |
|
|
2014
Q1 | $959K | Sell |
13,035
-445
| -3% | -$32.7K | 0.13% | 153 |
|
|
2013
Q4 | $979K | Buy |
13,480
+3,455
| +34% | +$251K | 0.13% | 149 |
|
|
2013
Q3 | $691K | Sell |
10,025
-580
| -5% | -$40K | 0.1% | 165 |
|
|
2013
Q2 | $703K | Buy |
+10,605
| New | +$703K | 0.11% | 164 |
|