Brighton Jones LLC’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 | $2.8M | Buy |
20,644
+1,997
| +11% | +$271K | 0.08% | 146 |
|
|
2025
Q1 | $2.53M | Buy |
18,647
+152
| +0.8% | +$20.6K | 0.08% | 137 |
|
|
2024
Q4 | $2.44M | Buy |
18,495
+14,829
| +405% | +$1.96M | 0.07% | 146 |
|
|
2024
Q3 | $521K | Sell |
3,666
-14,526
| -80% | -$2.06M | 0.02% | 312 |
|
|
2024
Q2 | $2.31M | Buy |
18,192
+529
| +3% | +$67.3K | 0.08% | 132 |
|
|
2024
Q1 | $2.32M | Sell |
17,663
-458
| -3% | -$60.1K | 0.08% | 129 |
|
|
2023
Q4 | $2.26M | Buy |
18,121
+1,810
| +11% | +$226K | 0.1% | 121 |
|
|
2023
Q3 | $1.88M | Buy |
16,311
+564
| +4% | +$64.9K | 0.1% | 120 |
|
|
2023
Q2 | $1.93M | Sell |
15,747
-201
| -1% | -$24.6K | 0.1% | 126 |
|
|
2023
Q1 | $1.97M | Buy |
15,948
+36
| +0.2% | +$4.45K | 0.11% | 112 |
|
|
2022
Q4 | $1.99M | Sell |
15,912
-2,486
| -14% | -$311K | 0.12% | 101 |
|
|
2022
Q3 | $2.05M | Sell |
18,398
-552
| -3% | -$61.5K | 0.12% | 96 |
|
|
2022
Q2 | $2.25M | Buy |
18,950
+11
| +0.1% | +$1.31K | 0.13% | 91 |
|
|
2022
Q1 | $2.43M | Sell |
18,939
-370
| -2% | -$47.4K | 0.11% | 93 |
|
|
2021
Q4 | $2.49M | Buy |
19,309
+212
| +1% | +$27.4K | 0.12% | 93 |
|
|
2021
Q3 | $2.25M | Buy |
19,097
+11
| +0.1% | +$1.29K | 0.12% | 83 |
|
|
2021
Q2 | $2.33M | Sell |
19,086
-1,716
| -8% | -$210K | 0.12% | 82 |
|
|
2021
Q1 | $2.46M | Buy |
20,802
+4,388
| +27% | +$518K | 0.15% | 69 |
|
|
2020
Q4 | $1.74M | Sell |
16,414
-185
| -1% | -$19.6K | 0.11% | 86 |
|
|
2020
Q3 | $1.53M | Buy |
16,599
+592
| +4% | +$54.7K | 0.11% | 84 |
|
|
2020
Q2 | $1.46M | Sell |
16,007
-16
| -0.1% | -$1.46K | 0.12% | 76 |
|
|
2020
Q1 | $1.28M | Buy |
16,023
+10
| +0.1% | +$799 | 0.13% | 76 |
|
|
2019
Q4 | $1.72M | Buy |
16,013
+156
| +1% | +$16.8K | 0.19% | 74 |
|
|
2019
Q3 | $1.63M | Buy |
15,857
+89
| +0.6% | +$9.13K | 0.19% | 69 |
|
|
2019
Q2 | $1.59M | Buy |
15,768
+10
| +0.1% | +$1.01K | 0.19% | 73 |
|
|
2019
Q1 | $1.57M | Sell |
15,758
-496
| -3% | -$49.3K | 0.19% | 73 |
|
|
2018
Q4 | $1.46M | Buy |
16,254
+929
| +6% | +$83.2K | 0.21% | 66 |
|
|
2018
Q3 | $1.5M | Sell |
15,325
-40
| -0.3% | -$3.92K | 0.18% | 71 |
|
|
2018
Q2 | $1.42M | Buy |
15,365
+240
| +2% | +$22.2K | 0.18% | 72 |
|
|
2018
Q1 | $1.38M | Sell |
15,125
-148
| -1% | -$13.5K | 0.19% | 65 |
|
|
2017
Q4 | $1.44M | Buy |
15,273
+26
| +0.2% | +$2.46K | 0.17% | 72 |
|
|
2017
Q3 | $1.39M | Buy |
15,247
+158
| +1% | +$14.4K | 0.18% | 71 |
|
|
2017
Q2 | $1.34M | Buy |
+15,089
| New | +$1.34M | 0.19% | 68 |
|
|
2016
Q4 | – | Sell |
-14,273
| Closed | -$1.2M | – | 187 |
|
|
2016
Q3 | $1.2M | Hold |
14,273
| – | – | 0.19% | 63 |
|
|
2016
Q2 | $1.2M | Hold |
14,273
| – | – | 0.21% | 56 |
|
|
2016
Q1 | $1.14M | Buy |
+14,273
| New | +$1.14M | 0.21% | 59 |
|