Farther Finance Advisors’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 | $843K | Sell |
6,213
-254
| -4% | -$34.5K | 0.02% | 666 |
|
|
2025
Q1 | $877K | Buy |
6,467
+273
| +4% | +$37K | 0.02% | 560 |
|
|
2024
Q4 | $818K | Buy |
6,194
+1,726
| +39% | +$228K | 0.03% | 433 |
|
|
2024
Q3 | $635K | Buy |
4,468
+2,220
| +99% | +$315K | 0.02% | 503 |
|
|
2024
Q2 | $283K | Buy |
2,248
+1,775
| +375% | +$224K | 0.01% | 691 |
|
|
2024
Q1 | $61.8K | Sell |
473
-496
| -51% | -$64.8K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $121K | Buy |
969
+126
| +15% | +$15.7K | 0.01% | 727 |
|
|
2023
Q3 | $96.9K | Buy |
843
+3
| +0.4% | +$345 | 0.02% | 570 |
|
|
2023
Q2 | $103K | Sell |
840
-179
| -18% | -$21.9K | 0.02% | 450 |
|
|
2023
Q1 | $126K | Buy |
1,019
+266
| +35% | +$32.9K | 0.04% | 348 |
|
|
2022
Q4 | $94.2K | Buy |
+753
| New | +$94.2K | 0.04% | 338 |
|