Founders Financial Securities’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 | $288K | Sell |
2,124
-205
| -9% | -$27.8K | 0.02% | 423 |
|
|
2025
Q1 | $304K | Buy |
+2,329
| New | +$304K | 0.03% | 394 |
|
|
2024
Q3 | – | Sell |
-2,305
| Closed | -$293K | – | 468 |
|
|
2024
Q2 | $293K | Buy |
+2,305
| New | +$293K | 0.03% | 350 |
|
|
2023
Q2 | – | Sell |
-17,837
| Closed | -$2.21M | – | 334 |
|
|
2023
Q1 | $2.21M | Buy |
17,837
+1,822
| +11% | +$225K | 0.32% | 73 |
|
|
2022
Q4 | $2M | Buy |
16,015
+6,865
| +75% | +$859K | 0.32% | 75 |
|
|
2022
Q3 | $1.02M | Sell |
9,150
-41,955
| -82% | -$4.68M | 0.18% | 114 |
|
|
2022
Q2 | $6.07M | Sell |
51,105
-22,974
| -31% | -$2.73M | 1.19% | 16 |
|
|
2022
Q1 | $9.49M | Buy |
+74,079
| New | +$9.49M | 1.68% | 11 |
|
|
2016
Q4 | – | Sell |
-51,186
| Closed | -$4.32M | – | 94 |
|
|
2016
Q3 | $4.32M | Buy |
+51,186
| New | +$4.32M | 1.85% | 20 |
|