GPS Wealth Strategies 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 | $255K | Buy |
1,881
+5
| +0.3% | +$679 | 0.03% | 290 |
|
2025
Q1 | $254K | Buy |
1,876
+243
| +15% | +$33K | 0.03% | 270 |
|
2024
Q4 | $216K | Buy |
1,633
+55
| +3% | +$7.27K | 0.03% | 285 |
|
2024
Q3 | $224K | Buy |
1,578
+2
| +0.1% | +$284 | 0.03% | 283 |
|
2024
Q2 | $200K | Buy |
1,576
+1,086
| +222% | +$138K | 0.03% | 264 |
|
2024
Q1 | $64.3K | Buy |
490
+167
| +52% | +$21.9K | 0.01% | 459 |
|
2023
Q4 | $40.4K | Sell |
323
-50
| -13% | -$6.25K | 0.01% | 541 |
|
2023
Q3 | $42.9K | Hold |
373
| – | – | 0.01% | 513 |
|
2023
Q2 | $45.7K | Buy |
373
+98
| +36% | +$12K | 0.01% | 513 |
|
2023
Q1 | $34K | Buy |
+275
| New | +$34K | 0.01% | 571 |
|
2022
Q4 | – | Sell |
-273
| Closed | -$30K | – | 914 |
|
2022
Q3 | $30K | Hold |
273
| – | – | 0.01% | 528 |
|
2022
Q2 | $32K | Buy |
273
+6
| +2% | +$703 | 0.01% | 533 |
|
2022
Q1 | $34K | Hold |
267
| – | – | 0.01% | 492 |
|
2021
Q4 | $34K | Buy |
267
+162
| +154% | +$20.6K | 0.01% | 487 |
|
2021
Q3 | $12K | Hold |
105
| – | – | ﹤0.01% | 679 |
|
2021
Q2 | $13K | Hold |
105
| – | – | ﹤0.01% | 687 |
|
2021
Q1 | $12K | Buy |
+105
| New | +$12K | ﹤0.01% | 643 |
|