Garde Capital’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
$51.8K Hold
382
﹤0.01% 323
2025
Q1
$51.8K Buy
+382
New +$51.8K ﹤0.01% 312
2016
Q4
Sell
-3,531
Closed -$255K 153
2016
Q3
$255K Hold
3,531
0.08% 123
2016
Q2
$296K Hold
3,531
0.1% 83
2016
Q1
$282K Hold
3,531
0.09% 84
2015
Q4
$260K Hold
3,531
0.09% 86
2015
Q3
$255K Sell
3,531
-146
-4% -$10.5K 0.08% 123
2015
Q2
$280K Sell
3,677
-67
-2% -$5.1K 0.08% 118
2015
Q1
$293K Buy
3,744
+690
+23% +$54K 0.09% 120
2014
Q4
$241K Hold
3,054
0.07% 128
2014
Q3
$229K Hold
3,054
0.09% 95
2014
Q2
$234K Buy
+3,054
New +$234K 0.09% 84