Evoke Wealth’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 | $835K | Buy |
6,150
+3,973
| +182% | +$539K | 0.02% | 249 |
|
|
2025
Q1 | $295K | Hold |
2,177
| – | – | 0.01% | 357 |
|
|
2024
Q4 | $288K | Hold |
2,177
| – | – | 0.01% | 346 |
|
|
2024
Q3 | $309K | Buy |
+2,177
| New | +$309K | 0.01% | 328 |
|
|
2023
Q4 | – | Sell |
-22,236
| Closed | -$2.56M | – | 302 |
|
|
2023
Q3 | $2.56M | Buy |
+22,236
| New | +$2.56M | 0.09% | 101 |
|
|
2022
Q4 | – | Sell |
-3,385
| Closed | -$377K | – | 1000 |
|
|
2022
Q3 | $377K | Hold |
3,385
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $402K | Hold |
3,385
| – | – | 0.01% | 244 |
|
|
2022
Q1 | $434K | Hold |
3,385
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $437K | Hold |
3,385
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $397K | Hold |
3,385
| – | – | 0.01% | 253 |
|
|
2021
Q2 | $414K | Hold |
3,385
| – | – | 0.02% | 260 |
|
|
2021
Q1 | $400K | Hold |
3,385
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $359K | Hold |
3,385
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $313K | Hold |
3,385
| – | – | 0.03% | 172 |
|
|
2020
Q2 | $309K | Hold |
3,385
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $270K | Buy |
+3,385
| New | +$270K | 0.04% | 150 |
|
|
2019
Q4 | – | Sell |
-3,785
| Closed | -$388K | – | 1435 |
|
|
2019
Q3 | $388K | Buy |
+3,785
| New | +$388K | 0.05% | 167 |
|