Center for Financial Planning’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 | $218K | Hold |
1,609
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $218K | Sell |
1,609
-24
| -1% | -$3.26K | 0.03% | 152 |
|
|
2024
Q4 | $216K | Hold |
1,633
| – | – | 0.03% | 149 |
|
|
2024
Q3 | $232K | Sell |
1,633
-30
| -2% | -$4.26K | 0.03% | 145 |
|
|
2024
Q2 | $212K | Sell |
1,663
-24
| -1% | -$3.05K | 0.03% | 142 |
|
|
2024
Q1 | $221K | Buy |
1,687
+24
| +1% | +$3.15K | 0.03% | 140 |
|
|
2023
Q4 | $208K | Hold |
1,663
| – | – | 0.04% | 136 |
|
|
2023
Q3 | $191K | Sell |
1,663
-93
| -5% | -$10.7K | 0.04% | 134 |
|
|
2023
Q2 | $215K | Buy |
1,756
+339
| +24% | +$41.6K | 0.05% | 129 |
|
|
2023
Q1 | $175K | Hold |
1,417
| – | – | 0.04% | 138 |
|
|
2022
Q4 | $177K | Sell |
1,417
-83
| -6% | -$10.4K | 0.04% | 138 |
|
|
2022
Q3 | $167K | Sell |
1,500
-65
| -4% | -$7.24K | 0.04% | 132 |
|
|
2022
Q2 | $186K | Hold |
1,565
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $200K | Hold |
1,565
| – | – | 0.04% | 131 |
|
|
2021
Q4 | $202K | Hold |
1,565
| – | – | 0.04% | 130 |
|
|
2021
Q3 | $184K | Hold |
1,565
| – | – | 0.04% | 132 |
|
|
2021
Q2 | $191K | Hold |
1,565
| – | – | 0.05% | 132 |
|
|
2021
Q1 | $185K | Buy |
1,565
+978
| +167% | +$116K | 0.05% | 128 |
|
|
2020
Q4 | $62K | Hold |
587
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $54K | Buy |
587
+75
| +15% | +$6.9K | 0.02% | 181 |
|
|
2020
Q2 | $47K | Sell |
512
-1,770
| -78% | -$162K | 0.02% | 189 |
|
|
2020
Q1 | $182K | Buy |
2,282
+2,002
| +715% | +$160K | 0.06% | 111 |
|
|
2019
Q4 | $30K | Buy |
+280
| New | +$30K | 0.01% | 226 |
|