Focus Financial 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 | $2.11M | Buy |
15,561
+81
| +0.5% | +$11K | 0.08% | 184 |
|
|
2025
Q1 | $2.1M | Buy |
15,480
+609
| +4% | +$82.6K | 0.09% | 176 |
|
|
2024
Q4 | $1.96M | Sell |
14,871
-133
| -0.9% | -$17.6K | 0.08% | 183 |
|
|
2024
Q3 | $2.13M | Buy |
15,004
+40
| +0.3% | +$5.68K | 0.09% | 178 |
|
|
2024
Q2 | $2M | Sell |
14,964
-296
| -2% | -$39.5K | 0.09% | 177 |
|
|
2024
Q1 | $1.92M | Sell |
15,260
-3,003
| -16% | -$377K | 0.09% | 163 |
|
|
2023
Q4 | $2.28M | Buy |
18,263
+1,554
| +9% | +$194K | 0.09% | 193 |
|
|
2023
Q3 | $1.92M | Sell |
16,709
-6,600
| -28% | -$759K | 0.11% | 147 |
|
|
2023
Q2 | $2.86M | Sell |
23,309
-1,149
| -5% | -$141K | 0.16% | 119 |
|
|
2023
Q1 | $3.03M | Buy |
24,458
+1,103
| +5% | +$136K | 0.19% | 112 |
|
|
2022
Q4 | $2.92M | Sell |
23,355
-398
| -2% | -$49.8K | 0.24% | 88 |
|
|
2022
Q3 | $2.65M | Buy |
23,753
+6,850
| +41% | +$764K | 0.23% | 90 |
|
|
2022
Q2 | $2.01M | Sell |
16,903
-525
| -3% | -$62.3K | 0.17% | 113 |
|
|
2022
Q1 | $2.23M | Buy |
17,428
+11,939
| +218% | +$1.53M | 0.16% | 113 |
|
|
2021
Q4 | $709K | Buy |
5,489
+880
| +19% | +$114K | 0.1% | 173 |
|
|
2021
Q3 | $542K | Hold |
4,609
| – | – | 0.07% | 240 |
|
|
2021
Q2 | $564K | Buy |
4,609
+799
| +21% | +$97.7K | 0.08% | 243 |
|
|
2021
Q1 | $450K | Sell |
3,810
-11,851
| -76% | -$1.4M | 0.05% | 276 |
|
|
2020
Q4 | $1.66M | Sell |
15,661
-5,958
| -28% | -$631K | 0.15% | 130 |
|
|
2020
Q3 | $2M | Sell |
21,619
-5,041
| -19% | -$466K | 0.19% | 111 |
|
|
2020
Q2 | $2.43M | Sell |
26,660
-4,621
| -15% | -$421K | 0.27% | 79 |
|
|
2020
Q1 | $2.5M | Sell |
31,281
-2,863
| -8% | -$229K | 0.34% | 63 |
|
|
2019
Q4 | $3.67M | Buy |
34,144
+909
| +3% | +$97.8K | 0.45% | 49 |
|
|
2019
Q3 | $3.41M | Sell |
33,235
-3
| -0% | -$308 | 0.47% | 47 |
|
|
2019
Q2 | $3.35M | Buy |
33,238
+2,283
| +7% | +$230K | 0.5% | 46 |
|
|
2019
Q1 | $3.08M | Buy |
+30,955
| New | +$3.08M | 0.49% | 46 |
|