GoalVest Advisory’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 | $93K | Hold |
685
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $92.9K | Hold |
685
| – | – | 0.03% | 151 |
|
|
2024
Q4 | $90.5K | Hold |
685
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $97.3K | Hold |
685
| – | – | 0.03% | 145 |
|
|
2024
Q2 | $87.1K | Hold |
685
| – | – | 0.03% | 141 |
|
|
2024
Q1 | $89.9K | Hold |
685
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $85.6K | Hold |
685
| – | – | 0.04% | 100 |
|
|
2023
Q3 | $78.8K | Hold |
685
| – | – | 0.04% | 120 |
|
|
2023
Q2 | $84K | Hold |
685
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $84.7K | Hold |
685
| – | – | 0.05% | 94 |
|
|
2022
Q4 | $85.7K | Hold |
685
| – | – | 0.06% | 92 |
|
|
2022
Q3 | $76K | Hold |
685
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $82K | Hold |
685
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $88K | Buy |
+685
| New | +$88K | 0.05% | 135 |
|