FI
Financial Insights’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 | $233K | Hold |
1,714
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $233K | Buy |
+1,714
| New | +$233K | 0.09% | 96 |
|
|
2024
Q2 | – | Sell |
-2,250
| Closed | -$295K | – | 160 |
|
|
2024
Q1 | $295K | Buy |
+2,250
| New | +$295K | 0.08% | 134 |
|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$200K | – | 172 |
|
|
2022
Q4 | $200K | Buy |
+1,600
| New | +$200K | 0.09% | 143 |
|
|
2022
Q2 | – | Sell |
-1,608
| Closed | -$206K | – | 91 |
|
|
2022
Q1 | $206K | Hold |
1,608
| – | – | 0.19% | 82 |
|
|
2021
Q4 | $208K | Buy |
+1,608
| New | +$208K | 0.18% | 82 |
|
|
2021
Q3 | – | Sell |
-1,608
| Closed | -$1.97M | – | 194 |
|
|
2021
Q2 | $1.97M | Buy |
+1,608
| New | +$1.97M | 0.16% | 81 |
|