Financial Engines 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 | $2.29M | Buy |
16,867
+11,477
| +213% | +$1.56M | ﹤0.01% | 203 |
|
|
2025
Q1 | $731K | Sell |
5,390
-20
| -0.4% | -$2.71K | ﹤0.01% | 293 |
|
|
2024
Q4 | $715K | Buy |
5,410
+41
| +0.8% | +$5.42K | ﹤0.01% | 295 |
|
|
2024
Q3 | $763K | Sell |
5,369
-127
| -2% | -$18K | ﹤0.01% | 250 |
|
|
2024
Q2 | $699K | Buy |
5,496
+526
| +11% | +$66.9K | ﹤0.01% | 234 |
|
|
2024
Q1 | $652K | Buy |
4,970
+1,628
| +49% | +$214K | ﹤0.01% | 226 |
|
|
2023
Q4 | $418K | Buy |
3,342
+404
| +14% | +$50.5K | ﹤0.01% | 244 |
|
|
2023
Q3 | $338K | Hold |
2,938
| – | – | ﹤0.01% | 232 |
|
|
2023
Q2 | $360K | Buy |
2,938
+157
| +6% | +$19.2K | ﹤0.01% | 233 |
|
|
2023
Q1 | $344K | Buy |
2,781
+45
| +2% | +$5.57K | ﹤0.01% | 231 |
|
|
2022
Q4 | $342K | Buy |
2,736
+237
| +9% | +$29.7K | ﹤0.01% | 236 |
|
|
2022
Q3 | $278K | Buy |
2,499
+51
| +2% | +$5.67K | ﹤0.01% | 248 |
|
|
2022
Q2 | $290K | Hold |
2,448
| – | – | ﹤0.01% | 258 |
|
|
2022
Q1 | $314K | Buy |
2,448
+44
| +2% | +$5.64K | ﹤0.01% | 251 |
|
|
2021
Q4 | $310K | Hold |
2,404
| – | – | ﹤0.01% | 211 |
|
|
2021
Q3 | $282K | Buy |
+2,404
| New | +$282K | ﹤0.01% | 224 |
|
|
2021
Q2 | – | Sell |
-1,946
| Closed | -$230K | – | 253 |
|
|
2021
Q1 | $230K | Buy |
+1,946
| New | +$230K | ﹤0.01% | 248 |
|