Ehrlich Financial Group’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 | $643K | Sell |
4,737
-182
| -4% | -$24.7K | 0.42% | 53 |
|
|
2025
Q1 | $667K | Sell |
4,919
-36
| -0.7% | -$4.89K | 0.49% | 50 |
|
|
2024
Q4 | $655K | Buy |
4,955
+408
| +9% | +$53.9K | 0.47% | 47 |
|
|
2024
Q3 | $646K | Buy |
4,547
+1
| +0% | +$142 | 0.46% | 45 |
|
|
2024
Q2 | $578K | Sell |
4,546
-483
| -10% | -$61.4K | 0.46% | 43 |
|
|
2024
Q1 | $660K | Buy |
5,029
+451
| +10% | +$59.2K | 0.56% | 39 |
|
|
2023
Q4 | $572K | Buy |
+4,578
| New | +$572K | 0.57% | 49 |
|