Coastal Bridge Advisors’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 | $360K | Buy |
+2,650
| New | +$360K | 0.03% | 326 |
|
|
2025
Q1 | – | Sell |
-1,896
| Closed | -$250K | – | 374 |
|
|
2024
Q4 | $250K | Hold |
1,896
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $269K | Hold |
1,896
| – | – | 0.07% | 132 |
|
|
2024
Q2 | $241K | Hold |
1,896
| – | – | 0.06% | 136 |
|
|
2024
Q1 | $249K | Hold |
1,896
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $237K | Hold |
1,896
| – | – | 0.06% | 138 |
|
|
2023
Q3 | $218K | Hold |
1,896
| – | – | 0.06% | 134 |
|
|
2023
Q2 | $232K | Hold |
1,896
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $235K | Hold |
1,896
| – | – | 0.06% | 131 |
|
|
2022
Q4 | $237K | Buy |
+1,896
| New | +$237K | 0.07% | 127 |
|