Golden State Wealth Management’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 | $1.11M | Sell |
8,194
-47
| -0.6% | -$6.38K | 0.14% | 132 |
|
|
2025
Q1 | $1.12M | Buy |
8,241
+614
| +8% | +$83.3K | 0.17% | 112 |
|
|
2024
Q4 | $1.01M | Buy |
+7,627
| New | +$1.01M | 0.15% | 114 |
|
|
2022
Q1 | $538K | Buy |
4,198
+108
| +3% | +$13.8K | 0.11% | 168 |
|
|
2021
Q4 | $528K | Buy |
+4,090
| New | +$528K | 0.09% | 196 |
|
|
2021
Q1 | – | Sell |
-8,119
| Closed | -$860K | – | 232 |
|
|
2020
Q4 | $860K | Sell |
8,119
-10,075
| -55% | -$1.07M | 0.25% | 80 |
|
|
2020
Q3 | $1.68M | Buy |
18,194
+898
| +5% | +$83K | 0.56% | 33 |
|
|
2020
Q2 | $1.58M | Buy |
17,296
+16,887
| +4,129% | +$1.54M | 0.51% | 33 |
|
|
2020
Q1 | $33K | Buy |
+409
| New | +$33K | 0.01% | 426 |
|
|
2019
Q4 | – | Sell |
-22,128
| Closed | -$2.27M | – | 750 |
|
|
2019
Q3 | $2.27M | Sell |
22,128
-1,996
| -8% | -$205K | 0.75% | 27 |
|
|
2019
Q2 | $2.43M | Buy |
24,124
+1,359
| +6% | +$137K | 0.77% | 26 |
|
|
2019
Q1 | $2.26M | Buy |
+22,765
| New | +$2.26M | 0.76% | 26 |
|