Forum Financial Management’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 | $1.43M | Sell |
10,510
-385
| -4% | -$52.3K | 0.02% | 160 |
|
|
2025
Q1 | $1.48M | Sell |
10,895
-502
| -4% | -$68.1K | 0.02% | 158 |
|
|
2024
Q4 | $1.51M | Buy |
11,397
+14
| +0.1% | +$1.85K | 0.02% | 156 |
|
|
2024
Q3 | $1.62M | Buy |
11,383
+1,023
| +10% | +$145K | 0.03% | 132 |
|
|
2024
Q2 | $1.32M | Sell |
10,360
-1,370
| -12% | -$174K | 0.02% | 142 |
|
|
2024
Q1 | $1.54M | Buy |
11,730
+1,324
| +13% | +$174K | 0.03% | 147 |
|
|
2023
Q4 | $1.3M | Sell |
10,406
-2,550
| -20% | -$319K | 0.02% | 134 |
|
|
2023
Q3 | $1.49M | Buy |
12,956
+10
| +0.1% | +$1.15K | 0.03% | 115 |
|
|
2023
Q2 | $1.59M | Sell |
12,946
-54
| -0.4% | -$6.62K | 0.04% | 108 |
|
|
2023
Q1 | $1.61M | Sell |
13,000
-26
| -0.2% | -$3.22K | 0.05% | 94 |
|
|
2022
Q4 | $1.63M | Buy |
13,026
+10,467
| +409% | +$1.31M | 0.05% | 84 |
|
|
2022
Q3 | $285K | Sell |
2,559
-51
| -2% | -$5.68K | 0.01% | 363 |
|
|
2022
Q2 | $310K | Buy |
2,610
+10
| +0.4% | +$1.19K | 0.02% | 342 |
|
|
2022
Q1 | $333K | Sell |
2,600
-391
| -13% | -$50.1K | 0.02% | 350 |
|
|
2021
Q4 | $386K | Buy |
+2,991
| New | +$386K | 0.02% | 320 |
|