Garden State Investment Advisory Services’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 | $564K | Sell |
4,154
-606
| -13% | -$82.3K | 0.14% | 127 |
|
|
2025
Q1 | $646K | Sell |
4,760
-432
| -8% | -$58.6K | 0.21% | 99 |
|
|
2024
Q4 | $686K | Sell |
5,192
-201
| -4% | -$26.6K | 0.2% | 89 |
|
|
2024
Q3 | $766K | Sell |
5,393
-545
| -9% | -$77.4K | 0.25% | 81 |
|
|
2024
Q2 | $755K | Buy |
5,938
+45
| +0.8% | +$5.73K | 0.26% | 77 |
|
|
2024
Q1 | $770K | Buy |
5,893
+129
| +2% | +$16.9K | 0.28% | 79 |
|
|
2023
Q4 | $720K | Sell |
5,764
-24,626
| -81% | -$3.08M | 0.29% | 77 |
|
|
2023
Q3 | $3.5M | Sell |
30,390
-34,669
| -53% | -$3.99M | 1.61% | 17 |
|
|
2023
Q2 | $7.97M | Buy |
65,059
+1,170
| +2% | +$143K | 3.14% | 7 |
|
|
2023
Q1 | $7.91M | Sell |
63,889
-9,054
| -12% | -$1.12M | 3.41% | 4 |
|
|
2022
Q4 | $9.13M | Buy |
+72,943
| New | +$9.13M | 5.41% | 1 |
|