Envestnet Portfolio Solutions’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
12,803
-21,996
| -63% | -$2.99M | 0.01% | 605 |
|
|
2025
Q1 | $4.72M | Sell |
34,799
-4,340
| -11% | -$589K | 0.02% | 378 |
|
|
2024
Q4 | $5.17M | Buy |
39,139
+510
| +1% | +$67.4K | 0.02% | 387 |
|
|
2024
Q3 | $5.49M | Sell |
38,629
-2,456
| -6% | -$349K | 0.02% | 369 |
|
|
2024
Q2 | $5.23M | Sell |
41,085
-3,807
| -8% | -$484K | 0.02% | 360 |
|
|
2024
Q1 | $5.89M | Buy |
44,892
+9,055
| +25% | +$1.19M | 0.02% | 338 |
|
|
2023
Q4 | $4.48M | Buy |
35,837
+1,776
| +5% | +$222K | 0.02% | 352 |
|
|
2023
Q3 | $3.92M | Buy |
+34,061
| New | +$3.92M | 0.02% | 369 |
|