GFPC
Global Financial Private Client’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
3,854
| – | – | 0.2% | 133 |
|
|
2025
Q1 | $523K | Hold |
3,854
| – | – | 0.2% | 122 |
|
|
2024
Q4 | $509K | Hold |
3,854
| – | – | 0.19% | 131 |
|
|
2024
Q3 | $547K | Hold |
3,854
| – | – | 0.21% | 122 |
|
|
2024
Q2 | $490K | Hold |
3,854
| – | – | 0.21% | 125 |
|
|
2024
Q1 | $503K | Sell |
3,854
-160
| -4% | -$20.9K | 0.22% | 119 |
|
|
2023
Q4 | $502K | Buy |
4,014
+15
| +0.4% | +$1.88K | 0.23% | 111 |
|
|
2023
Q3 | $454K | Hold |
3,999
| – | – | 0.23% | 100 |
|
|
2023
Q2 | $492K | Hold |
3,999
| – | – | 0.24% | 99 |
|
|
2023
Q1 | $495K | Hold |
3,999
| – | – | 0.26% | 96 |
|
|
2022
Q4 | $500K | Hold |
3,999
| – | – | 0.28% | 87 |
|
|
2022
Q3 | $458K | Hold |
3,999
| – | – | 0.26% | 86 |
|
|
2022
Q2 | $482K | Hold |
3,999
| – | – | 0.27% | 82 |
|
|
2022
Q1 | $518K | Buy |
3,999
+797
| +25% | +$103K | 0.25% | 87 |
|
|
2021
Q4 | $413K | Buy |
3,202
+1,072
| +50% | +$138K | 0.2% | 100 |
|
|
2021
Q3 | $253K | Hold |
2,130
| – | – | 0.13% | 125 |
|
|
2021
Q2 | $262K | Hold |
2,130
| – | – | 0.15% | 117 |
|
|
2021
Q1 | $253K | Sell |
2,130
-25
| -1% | -$2.97K | 0.18% | 101 |
|
|
2020
Q4 | $228K | Hold |
2,155
| – | – | 0.18% | 96 |
|
|
2020
Q3 | $199K | Sell |
2,155
-25
| -1% | -$2.31K | 0.17% | 97 |
|
|
2020
Q2 | $197K | Sell |
2,180
-1,071
| -33% | -$96.9K | 0.17% | 108 |
|
|
2020
Q1 | $248K | Buy |
3,251
+15
| +0.5% | +$1.14K | 0.26% | 84 |
|
|
2019
Q4 | $348K | Buy |
+3,236
| New | +$348K | 0.29% | 80 |
|