Congress 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 | $3.87M | Sell |
28,516
-1,608
| -5% | -$218K | 0.04% | 431 |
|
|
2025
Q1 | $4.09M | Sell |
30,124
-840
| -3% | -$114K | 0.05% | 357 |
|
|
2024
Q4 | $4.09M | Buy |
30,964
+1,440
| +5% | +$190K | 0.06% | 308 |
|
|
2024
Q3 | $4.19M | Buy |
29,524
+20,843
| +240% | +$2.96M | 0.06% | 318 |
|
|
2024
Q2 | $1.1M | Sell |
8,681
-67
| -0.8% | -$8.52K | 0.02% | 414 |
|
|
2024
Q1 | $1.15M | Sell |
8,748
-1,715
| -16% | -$225K | 0.02% | 363 |
|
|
2023
Q4 | $1.31M | Buy |
10,463
+2,516
| +32% | +$314K | 0.02% | 362 |
|
|
2023
Q3 | $914K | Buy |
7,947
+1,127
| +17% | +$130K | 0.02% | 385 |
|
|
2023
Q2 | $836K | Sell |
6,820
-350
| -5% | -$42.9K | 0.02% | 357 |
|
|
2023
Q1 | $887K | Sell |
7,170
-142
| -2% | -$17.6K | 0.02% | 355 |
|
|
2022
Q4 | $915K | Buy |
7,312
+70
| +1% | +$8.76K | 0.02% | 344 |
|
|
2022
Q3 | $808K | Sell |
7,242
-97
| -1% | -$10.8K | 0.02% | 350 |
|
|
2022
Q2 | $871K | Buy |
7,339
+317
| +5% | +$37.6K | 0.02% | 349 |
|
|
2022
Q1 | $900K | Sell |
7,022
-3,338
| -32% | -$428K | 0.02% | 367 |
|
|
2021
Q4 | $1.34M | Buy |
+10,360
| New | +$1.34M | 0.03% | 339 |
|