Financial Management Network’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
$1.14M Sell
8,237
-11
-0.1% -$1.53K 0.2% 71
2025
Q1
$1.02M Buy
8,248
+10
+0.1% +$1.24K 0.23% 72
2024
Q4
$1.09M Buy
8,238
+14
+0.2% +$1.85K 0.23% 66
2024
Q3
$1.16M Buy
8,224
+9
+0.1% +$1.27K 0.24% 73
2024
Q2
$1.04M Sell
8,215
-580
-7% -$73.4K 0.25% 67
2024
Q1
$1.13M Sell
8,795
-73
-0.8% -$9.38K 0.28% 59
2023
Q4
$1.1M Sell
8,868
-59
-0.7% -$7.32K 0.32% 53
2023
Q3
$1.01M Sell
8,927
-289
-3% -$32.7K 0.33% 53
2023
Q2
$1.13M Sell
9,216
-194
-2% -$23.9K 0.4% 47
2023
Q1
$1.15M Sell
9,410
-1,239
-12% -$152K 0.46% 41
2022
Q4
$1.35M Sell
10,649
-880
-8% -$112K 0.6% 35
2022
Q3
$1.36M Sell
11,529
-461
-4% -$54.3K 0.67% 31
2022
Q2
$1.44M Sell
11,990
-402
-3% -$48.4K 0.77% 27
2022
Q1
$1.6M Sell
12,392
-1,737
-12% -$224K 0.81% 24
2021
Q4
$1.84M Sell
14,129
-392
-3% -$51.2K 0.85% 28
2021
Q3
$1.73M Sell
14,521
-293
-2% -$34.9K 0.88% 28
2021
Q2
$1.82M Sell
14,814
-605
-4% -$74.5K 0.93% 24
2021
Q1
$1.92M Sell
15,419
-3,328
-18% -$413K 0.99% 23
2020
Q4
$2.06M Buy
+18,747
New +$2.06M 1.27% 18