GLOBALT Investments’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
$1.48M Sell
10,927
-1,249
-10% -$170K 0.06% 129
2025
Q1
$1.65M Sell
12,176
-1,207
-9% -$164K 0.07% 123
2024
Q4
$1.77M Sell
13,383
-401
-3% -$53K 0.07% 126
2024
Q3
$1.96M Sell
13,784
-365
-3% -$51.8K 0.07% 123
2024
Q2
$1.8M Sell
14,149
-1,546
-10% -$197K 0.07% 124
2024
Q1
$2.06M Sell
15,695
-951
-6% -$125K 0.08% 115
2023
Q4
$2.08M Buy
+16,646
New +$2.08M 0.09% 115