Financial Partners Group (Kansas)’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 | $347K | Sell |
2,554
-2,440
| -49% | -$331K | 0.05% | 146 |
|
|
2025
Q1 | $678K | Sell |
4,994
-1,354
| -21% | -$184K | 0.1% | 91 |
|
|
2024
Q4 | $839K | Sell |
6,348
-51
| -0.8% | -$6.74K | 0.12% | 74 |
|
|
2024
Q3 | $909K | Sell |
6,399
-657
| -9% | -$93.3K | 0.13% | 78 |
|
|
2024
Q2 | $897K | Sell |
7,056
-761
| -10% | -$96.8K | 0.14% | 73 |
|
|
2024
Q1 | $1.03M | Buy |
7,817
+1
| +0% | +$131 | 0.16% | 61 |
|
|
2023
Q4 | $977K | Sell |
7,816
-1,337
| -15% | -$167K | 0.18% | 58 |
|
|
2023
Q3 | $1.04M | Buy |
9,153
+567
| +7% | +$64.3K | 0.21% | 53 |
|
|
2023
Q2 | $1.07M | Sell |
8,586
-364
| -4% | -$45.3K | 0.22% | 56 |
|
|
2023
Q1 | $1.11M | Sell |
8,950
-15
| -0.2% | -$1.86K | 0.25% | 52 |
|
|
2022
Q4 | $1.16M | Sell |
8,965
-1,564
| -15% | -$203K | 0.26% | 52 |
|
|
2022
Q3 | $1.17M | Sell |
10,529
-300
| -3% | -$33.5K | 0.31% | 45 |
|
|
2022
Q2 | $1.29M | Hold |
10,829
| – | – | 0.32% | 42 |
|
|
2022
Q1 | $1.39M | Buy |
10,829
+2,433
| +29% | +$312K | 0.3% | 44 |
|
|
2021
Q4 | $1.06M | Buy |
8,396
+2,172
| +35% | +$274K | 0.23% | 58 |
|
|
2021
Q3 | $732K | Hold |
6,224
| – | – | 0.17% | 71 |
|
|
2021
Q2 | $761K | Sell |
6,224
-25
| -0.4% | -$3.06K | 0.2% | 62 |
|
|
2021
Q1 | $738K | Buy |
6,249
+497
| +9% | +$58.7K | 0.21% | 62 |
|
|
2020
Q4 | $625K | Buy |
5,752
+426
| +8% | +$46.3K | 0.19% | 63 |
|
|
2020
Q3 | $492K | Sell |
5,326
-826
| -13% | -$76.3K | 0.17% | 56 |
|
|
2020
Q2 | $561K | Buy |
6,152
+247
| +4% | +$22.5K | 0.22% | 49 |
|
|
2020
Q1 | $450K | Sell |
5,905
-6,781
| -53% | -$517K | 0.28% | 35 |
|
|
2019
Q4 | $1.35M | Sell |
12,686
-60
| -0.5% | -$6.39K | 0.53% | 31 |
|
|
2019
Q3 | $1.31M | Sell |
12,746
-719
| -5% | -$73.8K | 0.58% | 29 |
|
|
2019
Q2 | $1.36M | Buy |
13,465
+964
| +8% | +$97.2K | 0.64% | 31 |
|
|
2019
Q1 | $1.24M | Buy |
12,501
+3,157
| +34% | +$314K | 0.67% | 32 |
|
|
2018
Q4 | $836K | Sell |
9,344
-133
| -1% | -$11.9K | 0.54% | 37 |
|
|
2018
Q3 | $928K | Buy |
9,477
+1,540
| +19% | +$151K | 0.6% | 32 |
|
|
2018
Q2 | $736K | Buy |
7,937
+2
| +0% | +$185 | 0.54% | 37 |
|
|
2018
Q1 | $723K | Buy |
7,935
+264
| +3% | +$24.1K | 0.57% | 37 |
|
|
2017
Q4 | $725K | Buy |
+7,671
| New | +$725K | 0.57% | 39 |
|