Founders Financial Alliance’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 | $103K | Sell |
757
-327
| -30% | -$44.4K | 0.02% | 351 |
|
|
2025
Q1 | $147K | Buy |
1,084
+256
| +31% | +$34.7K | 0.04% | 361 |
|
|
2024
Q4 | $109K | Hold |
828
| – | – | 0.03% | 316 |
|
|
2024
Q3 | $118K | Sell |
828
-254
| -23% | -$36.1K | 0.03% | 318 |
|
|
2024
Q2 | $138K | Buy |
1,082
+12
| +1% | +$1.53K | 0.04% | 297 |
|
|
2024
Q1 | $140K | Sell |
1,070
-170
| -14% | -$22.3K | 0.04% | 298 |
|
|
2023
Q4 | $155K | Sell |
1,240
-322
| -21% | -$40.2K | 0.06% | 261 |
|
|
2023
Q3 | $180K | Sell |
1,562
-82
| -5% | -$9.43K | 0.08% | 232 |
|
|
2023
Q2 | $202K | Buy |
1,644
+101
| +7% | +$12.4K | 0.08% | 251 |
|
|
2023
Q1 | $191K | Sell |
1,543
-19
| -1% | -$2.35K | 0.1% | 204 |
|
|
2022
Q4 | $195K | Buy |
1,562
+132
| +9% | +$16.5K | 0.09% | 222 |
|
|
2022
Q3 | $159K | Buy |
1,430
+322
| +29% | +$35.8K | 0.08% | 224 |
|
|
2022
Q2 | $132K | Sell |
1,108
-311
| -22% | -$37.1K | 0.07% | 240 |
|
|
2022
Q1 | $182K | Sell |
1,419
-196
| -12% | -$25.1K | 0.08% | 220 |
|
|
2021
Q4 | $209K | Sell |
1,615
-100
| -6% | -$12.9K | 0.08% | 241 |
|
|
2021
Q3 | $202K | Hold |
1,715
| – | – | 0.09% | 218 |
|
|
2021
Q2 | $209K | Buy |
1,715
+236
| +16% | +$28.8K | 0.1% | 225 |
|
|
2021
Q1 | $183K | Hold |
1,479
| – | – | 0.09% | 228 |
|
|
2020
Q4 | $156K | Hold |
1,479
| – | – | 0.09% | 215 |
|
|
2020
Q3 | $138K | Buy |
+1,479
| New | +$138K | 0.08% | 207 |
|