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GM Advisory Group’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 | $201K | Sell |
1,477
-48
| -3% | -$6.52K | 0.01% | 279 |
|
|
2025
Q1 | $207K | Buy |
+1,525
| New | +$207K | 0.01% | 254 |
|
|
2024
Q4 | – | Sell |
-1,477
| Closed | -$210K | – | 269 |
|
|
2024
Q3 | $210K | Sell |
1,477
-567
| -28% | -$80.6K | 0.01% | 237 |
|
|
2024
Q2 | $260K | Hold |
2,044
| – | – | 0.02% | 199 |
|
|
2024
Q1 | $268K | Hold |
2,044
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $255K | Buy |
+2,044
| New | +$255K | 0.02% | 178 |
|
|
2021
Q4 | – | Sell |
-2,466
| Closed | -$290K | – | 214 |
|
|
2021
Q3 | $290K | Buy |
2,466
+18
| +0.7% | +$2.12K | 0.03% | 165 |
|
|
2021
Q2 | $299K | Buy |
2,448
+15
| +0.6% | +$1.83K | 0.03% | 160 |
|
|
2021
Q1 | $287K | Buy |
2,433
+17
| +0.7% | +$2.01K | 0.03% | 160 |
|
|
2020
Q4 | $256K | Buy |
2,416
+3
| +0.1% | +$318 | 0.03% | 148 |
|
|
2020
Q3 | $223K | Buy |
2,413
+17
| +0.7% | +$1.57K | 0.03% | 148 |
|
|
2020
Q2 | $218K | Buy |
+2,396
| New | +$218K | 0.04% | 154 |
|
|
2020
Q1 | – | Sell |
-2,983
| Closed | -$321K | – | 138 |
|
|
2019
Q4 | $321K | Buy |
2,983
+17
| +0.6% | +$1.83K | 0.1% | 65 |
|
|
2019
Q3 | $304K | Buy |
2,966
+16
| +0.5% | +$1.64K | 0.09% | 77 |
|
|
2019
Q2 | $298K | Sell |
2,950
-296
| -9% | -$29.9K | 0.09% | 80 |
|
|
2019
Q1 | $323K | Buy |
3,246
+17
| +0.5% | +$1.69K | 0.11% | 76 |
|
|
2018
Q4 | $289K | Buy |
+3,229
| New | +$289K | 0.11% | 79 |
|
|
2018
Q1 | – | Sell |
-2,390
| Closed | -$226K | – | 134 |
|
|
2017
Q4 | $226K | Sell |
2,390
-114
| -5% | -$10.8K | 0.06% | 113 |
|
|
2017
Q3 | $229K | Sell |
2,504
-2,706
| -52% | -$247K | 0.07% | 104 |
|
|
2017
Q2 | $463K | Sell |
5,210
-1,744
| -25% | -$155K | 0.15% | 67 |
|
|
2017
Q1 | $613K | Buy |
6,954
+1,286
| +23% | +$113K | 0.21% | 55 |
|
|
2016
Q4 | $485K | Buy |
+5,668
| New | +$485K | 0.17% | 66 |
|
|
2014
Q3 | – | Sell |
-21,982
| Closed | -$1.68M | – | 86 |
|
|
2014
Q2 | $1.68M | Sell |
21,982
-139,547
| -86% | -$10.7M | 1.46% | 17 |
|
|
2014
Q1 | $11.9M | Buy |
161,529
+546
| +0.3% | +$40.3K | 9.25% | 2 |
|
|
2013
Q4 | $11.7M | Buy |
+160,983
| New | +$11.7M | 12.02% | 2 |
|