Fiduciary Family Office’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 | $428K | Buy |
3,151
+122
| +4% | +$16.6K | 0.14% | 128 |
|
|
2025
Q1 | $411K | Buy |
+3,029
| New | +$411K | 0.14% | 137 |
|
|
2024
Q4 | – | Sell |
-3,255
| Closed | -$462K | – | 206 |
|
|
2024
Q3 | $462K | Sell |
3,255
-1,600
| -33% | -$227K | 0.15% | 134 |
|
|
2024
Q2 | $617K | Sell |
4,855
-179
| -4% | -$22.8K | 0.24% | 106 |
|
|
2024
Q1 | $661K | Sell |
5,034
-956
| -16% | -$125K | 0.26% | 109 |
|
|
2023
Q4 | $749K | Buy |
+5,990
| New | +$749K | 0.33% | 71 |
|