Fiduciary Alliance’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 | $356K | Buy |
2,627
+405
| +18% | +$55K | 0.03% | 361 |
|
|
2025
Q1 | $301K | Buy |
2,222
+531
| +31% | +$72K | 0.03% | 317 |
|
|
2024
Q4 | $223K | Sell |
1,691
-102
| -6% | -$13.5K | 0.02% | 329 |
|
|
2024
Q3 | $255K | Sell |
1,793
-121
| -6% | -$17.2K | 0.03% | 218 |
|
|
2024
Q2 | $242K | Sell |
1,914
-27
| -1% | -$3.42K | 0.04% | 185 |
|
|
2024
Q1 | $254K | Sell |
1,941
-985
| -34% | -$129K | 0.04% | 165 |
|
|
2023
Q4 | $366K | Sell |
2,926
-156
| -5% | -$19.5K | 0.07% | 133 |
|
|
2023
Q3 | $354K | Buy |
3,082
+677
| +28% | +$77.9K | 0.08% | 128 |
|
|
2023
Q2 | $295K | Buy |
+2,405
| New | +$295K | 0.06% | 131 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$4.33K | – | 733 |
|
|
2022
Q4 | $4.33K | Buy |
+35
| New | +$4.33K | ﹤0.01% | 568 |
|