Cambridge Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Cambridge Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$698K	Hold	5,146	–	–	0.15%	93
2025 Q1	$698K	Hold	5,146	–	–	0.15%	95
2024 Q4	$680K	Hold	5,146	–	–	0.15%	95
2024 Q3	$731K	Hold	5,146	–	–	0.16%	94
2024 Q2	$654K	Hold	5,146	–	–	0.15%	96
2024 Q1	$675K	Hold	5,146	–	–	0.16%	94
2023 Q4	$643K	Hold	5,146	–	–	0.16%	93
2023 Q3	$592K	Sell	5,146 -1,234	-19%	-$142K	0.16%	98
2023 Q2	$782K	Hold	6,380	–	–	0.2%	81
2023 Q1	$789K	Hold	6,380	–	–	0.2%	88
2022 Q4	$798K	Hold	6,380	–	–	0.21%	81
2022 Q3	$711K	Sell	6,380 -208	-3%	-$23.2K	0.2%	80
2022 Q2	$782K	Hold	6,588	–	–	0.21%	74
2022 Q1	$844K	Hold	6,588	–	–	0.2%	84
2021 Q4	$851K	Hold	6,588	–	–	0.19%	86
2021 Q3	$774K	Buy	6,588 +58	+0.9%	+$6.81K	0.19%	87
2021 Q2	$798K	Hold	6,530	–	–	0.19%	84
2021 Q1	$771K	Hold	6,530	–	–	0.2%	82
2020 Q4	$692K	Hold	6,530	–	–	0.19%	83
2020 Q3	$603K	Hold	6,530	–	–	0.18%	85
2020 Q2	$596K	Buy	6,530 +465	+8%	+$42.4K	0.19%	85
2020 Q1	$484K	Hold	6,065	–	–	0.18%	86
2019 Q4	$652K	Hold	6,065	–	–	0.2%	82
2019 Q3	$622K	Hold	6,065	–	–	0.21%	73
2019 Q2	$612K	Buy	6,065 +250	+4%	+$25.2K	0.2%	79
2019 Q1	$578K	Hold	5,815	–	–	0.2%	83
2018 Q4	$521K	Hold	5,815	–	–	0.19%	85
2018 Q3	$569K	Hold	5,815	–	–	0.19%	84
2018 Q2	$539K	Hold	5,815	–	–	0.19%	86
2018 Q1	$530K	Hold	5,815	–	–	0.19%	86
2017 Q4	$549K	Sell	5,815 -300	-5%	-$28.3K	0.2%	84
2017 Q3	$558K	Hold	6,115	–	–	0.21%	77
2017 Q2	$544K	Hold	6,115	–	–	0.22%	72
2017 Q1	$539K	Sell	6,115 -50	-0.8%	-$4.41K	0.22%	79
2016 Q4	$527K	Hold	6,165	–	–	0.23%	76
2016 Q3	$520K	Hold	6,165	–	–	0.23%	78
2016 Q2	$517K	Sell	6,165 -1,200	-16%	-$101K	0.24%	77
2016 Q1	$589K	Hold	7,365	–	–	0.27%	70
2015 Q4	$542K	Hold	7,365	–	–	0.31%	74
2015 Q3	$531K	Buy	7,365 +600	+9%	+$43.3K	0.31%	69
2015 Q2	$516K	Hold	6,765	–	–	0.29%	73
2015 Q1	$529K	Buy	6,765 +635	+10%	+$49.7K	0.31%	71
2014 Q4	$483K	Buy	+6,130	New	+$483K	0.3%	73