Brio Consultants’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 | $208K | Buy |
1,533
+4
| +0.3% | +$543 | 0.03% | 127 |
|
|
2025
Q1 | $207K | Buy |
1,529
+4
| +0.3% | +$543 | 0.03% | 111 |
|
|
2024
Q4 | $201K | Buy |
1,525
+4
| +0.3% | +$528 | 0.03% | 111 |
|
|
2024
Q3 | $216K | Buy |
+1,521
| New | +$216K | 0.03% | 101 |
|
|
2024
Q1 | – | Sell |
-1,947
| Closed | -$243K | – | 100 |
|
|
2023
Q4 | $243K | Sell |
1,947
-99
| -5% | -$12.4K | 0.04% | 92 |
|
|
2023
Q3 | $235K | Buy |
2,046
+14
| +0.7% | +$1.61K | 0.04% | 84 |
|
|
2023
Q2 | $249K | Buy |
2,032
+13
| +0.6% | +$1.59K | 0.05% | 86 |
|
|
2023
Q1 | $250K | Buy |
2,019
+12
| +0.6% | +$1.48K | 0.05% | 82 |
|
|
2022
Q4 | $251K | Buy |
2,007
+14
| +0.7% | +$1.75K | 0.05% | 82 |
|
|
2022
Q3 | $235K | Sell |
1,993
-14
| -0.7% | -$1.65K | 0.05% | 87 |
|
|
2022
Q2 | $238K | Buy |
+2,007
| New | +$238K | 0.05% | 71 |
|