FWL Investment 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 | $83.6K | Buy |
616
+12
| +2% | +$1.63K | 0.03% | 126 |
|
|
2025
Q1 | $82K | Sell |
604
-5
| -0.8% | -$678 | 0.03% | 122 |
|
|
2024
Q4 | $80.4K | Hold |
609
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $86.5K | Buy |
609
+291
| +92% | +$41.3K | 0.03% | 99 |
|
|
2024
Q2 | $40.4K | Sell |
318
-49
| -13% | -$6.23K | 0.02% | 126 |
|
|
2024
Q1 | $48.2K | Sell |
367
-58
| -14% | -$7.61K | 0.03% | 97 |
|
|
2023
Q4 | $53.1K | Sell |
425
-67
| -14% | -$8.37K | 0.03% | 89 |
|
|
2023
Q3 | $56.6K | Buy |
+492
| New | +$56.6K | 0.04% | 82 |
|
|
2023
Q1 | – | Sell |
-633
| Closed | -$79.2K | – | 172 |
|
|
2022
Q4 | $79.2K | Buy |
+633
| New | +$79.2K | 0.06% | 78 |
|