Butensky & Cohen Financial Security’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 | $1.2M | Buy |
8,830
+341
| +4% | +$46.3K | 0.36% | 79 |
|
|
2025
Q1 | $1.15M | Buy |
8,489
+157
| +2% | +$21.3K | 0.35% | 80 |
|
|
2024
Q4 | $1.1M | Buy |
8,332
+49
| +0.6% | +$6.47K | 0.35% | 80 |
|
|
2024
Q3 | $1.18M | Buy |
8,283
+66
| +0.8% | +$9.38K | 0.35% | 76 |
|
|
2024
Q2 | $1.05M | Buy |
8,217
+48
| +0.6% | +$6.11K | 0.33% | 78 |
|
|
2024
Q1 | $1.07M | Buy |
8,169
+377
| +5% | +$49.5K | 0.33% | 75 |
|
|
2023
Q4 | $974K | Buy |
7,792
+181
| +2% | +$22.6K | 0.32% | 78 |
|
|
2023
Q3 | $875K | Sell |
7,611
-19
| -0.2% | -$2.19K | 0.32% | 81 |
|
|
2023
Q2 | $935K | Buy |
7,630
+314
| +4% | +$38.5K | 0.34% | 78 |
|
|
2023
Q1 | $905K | Buy |
7,316
+237
| +3% | +$29.3K | 0.33% | 78 |
|
|
2022
Q4 | $886K | Buy |
7,079
+309
| +5% | +$38.7K | 0.33% | 77 |
|
|
2022
Q3 | $755K | Buy |
6,770
+302
| +5% | +$33.7K | 0.31% | 80 |
|
|
2022
Q2 | $768K | Buy |
+6,468
| New | +$768K | 0.31% | 83 |
|