FG
Fiduciary Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
1,738
| – | – | 0.02% | 265 |
|
|
2025
Q1 | $236K | Hold |
1,738
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $230K | Hold |
1,738
| – | – | 0.02% | 256 |
|
|
2024
Q3 | $247K | Hold |
1,738
| – | – | 0.03% | 250 |
|
|
2024
Q2 | $221K | Hold |
1,738
| – | – | 0.02% | 255 |
|
|
2024
Q1 | $228K | Buy |
+1,738
| New | +$228K | 0.02% | 250 |
|
|
2023
Q3 | – | Sell |
-2,181
| Closed | -$267K | – | 244 |
|
|
2023
Q2 | $267K | Sell |
2,181
-8
| -0.4% | -$980 | 0.03% | 216 |
|
|
2023
Q1 | $271K | Buy |
+2,189
| New | +$271K | 0.04% | 211 |
|