Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.76M | Sell |
13,877
-1,530
| -10% | -$195K | 0.02% | 252 |
|
|
2024
Q1 | $2.02M | Buy |
15,407
+237
| +2% | +$31.1K | 0.02% | 236 |
|
|
2023
Q4 | $1.9M | Sell |
15,170
-584
| -4% | -$73K | 0.02% | 240 |
|
|
2023
Q3 | $1.81M | Sell |
15,754
-440
| -3% | -$50.6K | 0.03% | 223 |
|
|
2023
Q2 | $1.99M | Buy |
16,194
+991
| +7% | +$121K | 0.03% | 213 |
|
|
2023
Q1 | $1.9M | Hold |
15,203
| – | – | 0.03% | 187 |
|
|
2022
Q4 | $1.9M | Sell |
15,203
-1,340
| -8% | -$168K | 0.03% | 187 |
|
|
2022
Q3 | $1.85M | Sell |
16,543
-315
| -2% | -$35.1K | 0.04% | 178 |
|
|
2022
Q2 | $2M | Buy |
16,858
+123
| +0.7% | +$14.6K | 0.04% | 175 |
|
|
2022
Q1 | $2.14M | Buy |
16,735
+637
| +4% | +$81.6K | 0.04% | 171 |
|
|
2021
Q4 | $2.08M | Sell |
16,098
-660
| -4% | -$85.2K | 0.04% | 175 |
|
|
2021
Q3 | $1.97M | Sell |
16,758
-2,871
| -15% | -$338K | 0.04% | 173 |
|
|
2021
Q2 | $2.4M | Sell |
19,629
-26
| -0.1% | -$3.18K | 0.06% | 154 |
|
|
2021
Q1 | $2.32M | Sell |
19,655
-84
| -0.4% | -$9.92K | 0.11% | 142 |
|
|
2020
Q4 | $2.09M | Buy |
19,739
+1,791
| +10% | +$190K | 0.11% | 141 |
|
|
2020
Q3 | $1.66M | Sell |
17,948
-3,533
| -16% | -$326K | 0.13% | 128 |
|
|
2020
Q2 | $1.96M | Buy |
21,481
+3,692
| +21% | +$337K | 0.19% | 94 |
|
|
2020
Q1 | $1.42M | Sell |
17,789
-977
| -5% | -$78K | 0.14% | 124 |
|
|
2019
Q4 | $2.02M | Buy |
18,766
+2,957
| +19% | +$318K | 0.19% | 94 |
|
|
2019
Q3 | $1.62M | Sell |
15,809
-3,191
| -17% | -$327K | 0.18% | 96 |
|
|
2019
Q2 | $1.92M | Buy |
19,000
+1,037
| +6% | +$105K | 0.21% | 91 |
|
|
2019
Q1 | $1.79M | Buy |
17,963
+71
| +0.4% | +$7.06K | 0.23% | 90 |
|
|
2018
Q4 | $1.6M | Sell |
17,892
-2,762
| -13% | -$247K | 0.24% | 80 |
|
|
2018
Q3 | $2.02M | Sell |
20,654
-5,079
| -20% | -$497K | 0.31% | 68 |
|
|
2018
Q2 | $2.39M | Sell |
25,733
-4,205
| -14% | -$390K | 0.39% | 54 |
|
|
2018
Q1 | $2.73M | Sell |
29,938
-2,630
| -8% | -$240K | 0.53% | 43 |
|
|
2017
Q4 | $3.08M | Sell |
32,568
-2,441
| -7% | -$231K | 0.64% | 33 |
|
|
2017
Q3 | $3.2M | Sell |
35,009
-19,320
| -36% | -$1.76M | 0.76% | 26 |
|
|
2017
Q2 | $4.83M | Sell |
54,329
-3,988
| -7% | -$354K | 1.13% | 16 |
|
|
2017
Q1 | $5.14M | Buy |
58,317
+39,104
| +204% | +$3.45M | 1.5% | 13 |
|
|
2016
Q4 | $1.64M | Buy |
19,213
+16,698
| +664% | +$1.43M | 0.53% | 42 |
|
|
2016
Q3 | $212K | Buy |
+2,515
| New | +$212K | 0.07% | 209 |
|
|
2015
Q3 | – | Sell |
-4,252
| Closed | -$324K | – | 228 |
|
|
2015
Q2 | $324K | Buy |
+4,252
| New | +$324K | 0.11% | 146 |
|