Fidelis Capital Partners’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 | $223K | Sell |
1,615
-93
| -5% | -$12.9K | 0.02% | 401 |
|
|
2025
Q1 | $222K | Hold |
1,708
| – | – | 0.02% | 390 |
|
|
2024
Q4 | $229K | Hold |
1,708
| – | – | 0.02% | 391 |
|
|
2024
Q3 | $241K | Hold |
1,708
| – | – | 0.03% | 356 |
|
|
2024
Q2 | $225K | Hold |
1,708
| – | – | 0.03% | 334 |
|
|
2024
Q1 | $224K | Buy |
+1,708
| New | +$224K | 0.03% | 336 |
|