Focus Partners Wealth’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 | $15.8M | Buy |
116,446
+190
| +0.2% | +$25.8K | 0.03% | 411 |
|
|
2025
Q1 | $15.8M | Buy |
116,256
+337
| +0.3% | +$45.7K | 0.04% | 381 |
|
|
2024
Q4 | $15.3M | Buy |
115,919
+27,833
| +32% | +$3.68M | 0.04% | 372 |
|
|
2024
Q3 | $12.5M | Sell |
88,086
-2,187
| -2% | -$310K | 0.04% | 360 |
|
|
2024
Q2 | $11.5M | Buy |
90,273
+11,650
| +15% | +$1.48M | 0.04% | 356 |
|
|
2024
Q1 | $10.3M | Buy |
78,623
+18,495
| +31% | +$2.43M | 0.08% | 210 |
|
|
2023
Q4 | $7.51M | Buy |
+60,128
| New | +$7.51M | 0.1% | 182 |
|