Dakota 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 | $1.29M | Hold |
9,476
| – | – | 0.03% | 344 |
|
|
2025
Q1 | $1.29M | Hold |
9,476
| – | – | 0.03% | 331 |
|
|
2024
Q4 | $1.25M | Sell |
9,476
-722
| -7% | -$95.4K | 0.03% | 323 |
|
|
2024
Q3 | $1.45M | Hold |
10,198
| – | – | 0.03% | 311 |
|
|
2024
Q2 | $1.3M | Hold |
10,198
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $1.34M | Buy |
10,198
+48
| +0.5% | +$6.3K | 0.03% | 315 |
|
|
2023
Q4 | $1.27M | Sell |
10,150
-89
| -0.9% | -$11.1K | 0.05% | 276 |
|
|
2023
Q3 | $1.18M | Buy |
+10,239
| New | +$1.18M | 0.05% | 265 |
|
|
2022
Q4 | – | Sell |
-3,457
| Closed | -$385K | – | 617 |
|
|
2022
Q3 | $385K | Buy |
+3,457
| New | +$385K | 0.03% | 381 |
|
|
2021
Q4 | – | Sell |
-4,565
| Closed | -$536K | – | 396 |
|
|
2021
Q3 | $536K | Sell |
4,565
-20
| -0.4% | -$2.35K | 0.06% | 218 |
|
|
2021
Q2 | $561K | Buy |
+4,585
| New | +$561K | 0.07% | 207 |
|