Forbes Financial Planning’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 | $3.74M | Sell |
27,543
-10,643
| -28% | -$1.44M | 2.53% | 17 |
|
|
2025
Q1 | $5.18M | Sell |
38,186
-674
| -2% | -$91.4K | 3.84% | 15 |
|
|
2024
Q4 | $5.13M | Buy |
38,860
+69
| +0.2% | +$9.12K | 2.49% | 14 |
|
|
2024
Q3 | $5.51M | Buy |
38,791
+772
| +2% | +$110K | 3.97% | 12 |
|
|
2024
Q2 | $4.84M | Buy |
38,019
+568
| +2% | +$72.2K | 3.8% | 12 |
|
|
2024
Q1 | $4.92M | Buy |
37,451
+1,173
| +3% | +$154K | 4.23% | 10 |
|
|
2023
Q4 | $4.53M | Buy |
36,278
+1,629
| +5% | +$204K | 4.22% | 10 |
|
|
2023
Q3 | $3.98M | Buy |
34,649
+420
| +1% | +$48.3K | 4.27% | 11 |
|
|
2023
Q2 | $4.2M | Buy |
34,229
+262
| +0.8% | +$32.1K | 4.05% | 13 |
|
|
2023
Q1 | $4.2M | Buy |
33,967
+16,127
| +90% | +$2M | 4.13% | 13 |
|
|
2022
Q4 | $1.99M | Hold |
17,840
| – | – | 2.89% | 15 |
|
|
2022
Q3 | $1.99M | Buy |
17,840
+6,188
| +53% | +$690K | 2.89% | 15 |
|
|
2022
Q2 | $1.38M | Buy |
11,652
+4,760
| +69% | +$564K | 1.98% | 18 |
|
|
2022
Q1 | $884K | Buy |
6,892
+1
| +0% | +$128 | 1.1% | 17 |
|
|
2021
Q4 | $890K | Buy |
+6,891
| New | +$890K | 0.88% | 21 |
|