FAM
Formidable Asset Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
1,991
| – | – | 0.05% | 322 |
|
|
2025
Q1 | $270K | Hold |
1,991
| – | – | 0.05% | 321 |
|
|
2024
Q4 | $263K | Hold |
1,991
| – | – | 0.04% | 320 |
|
|
2024
Q3 | $283K | Hold |
1,991
| – | – | 0.05% | 303 |
|
|
2024
Q2 | $253K | Buy |
1,991
+158
| +9% | +$20.1K | 0.04% | 329 |
|
|
2024
Q1 | $241K | Buy |
+1,833
| New | +$241K | 0.04% | 310 |
|
|
2015
Q3 | – | Sell |
-101
| Closed | -$8K | – | 635 |
|
|
2015
Q2 | $8K | Hold |
101
| – | – | 0.01% | 394 |
|
|
2015
Q1 | $8K | Sell |
101
-8
| -7% | -$634 | 0.01% | 384 |
|
|
2014
Q4 | $9K | Hold |
109
| – | – | 0.01% | 348 |
|
|
2014
Q3 | $9K | Hold |
109
| – | – | 0.01% | 347 |
|
|
2014
Q2 | $8K | Hold |
109
| – | – | ﹤0.01% | 384 |
|
|
2014
Q1 | $8K | Hold |
109
| – | – | 0.01% | 346 |
|
|
2013
Q4 | $8K | Hold |
109
| – | – | 0.01% | 367 |
|
|
2013
Q3 | $8K | Buy |
+109
| New | +$8K | 0.01% | 330 |
|