Cassaday & Co Wealth Management’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 | $629K | Hold |
4,637
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $629K | Sell |
4,637
-960
| -17% | -$130K | 0.02% | 171 |
|
|
2024
Q4 | $739K | Hold |
5,597
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $795K | Buy |
5,597
+166
| +3% | +$23.6K | 0.02% | 137 |
|
|
2024
Q2 | $691K | Sell |
5,431
-125
| -2% | -$15.9K | 0.02% | 145 |
|
|
2024
Q1 | $729K | Hold |
5,556
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $694K | Hold |
5,556
| – | – | 0.02% | 132 |
|
|
2023
Q3 | $639K | Sell |
5,556
-67
| -1% | -$7.71K | 0.03% | 127 |
|
|
2023
Q2 | $689K | Buy |
5,623
+125
| +2% | +$15.3K | 0.03% | 122 |
|
|
2023
Q1 | $680K | Sell |
5,498
-845
| -13% | -$105K | 0.03% | 130 |
|
|
2022
Q4 | $794K | Buy |
+6,343
| New | +$794K | 0.04% | 114 |
|