Caldwell Sutter Capital’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 | $70.6K | Hold |
520
| – | – | 0.03% | 314 |
|
|
2025
Q1 | $70.6K | Sell |
520
-555
| -52% | -$75.3K | 0.03% | 315 |
|
|
2024
Q4 | $142K | Hold |
1,075
| – | – | 0.07% | 240 |
|
|
2024
Q3 | $153K | Hold |
1,075
| – | – | 0.07% | 233 |
|
|
2024
Q2 | $137K | Hold |
1,075
| – | – | 0.07% | 238 |
|
|
2024
Q1 | $141K | Hold |
1,075
| – | – | 0.07% | 239 |
|
|
2023
Q4 | $134K | Hold |
1,075
| – | – | 0.07% | 234 |
|
|
2023
Q3 | $124K | Hold |
1,075
| – | – | 0.07% | 230 |
|
|
2023
Q2 | $132K | Buy |
1,075
+520
| +94% | +$63.7K | 0.07% | 223 |
|
|
2023
Q1 | $68.7K | Buy |
+555
| New | +$68.7K | 0.05% | 218 |
|