Great Lakes Retirement’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
Q1 | – | Sell |
-1,622
| Closed | -$214K | – | 218 |
|
|
2024
Q4 | $214K | Sell |
1,622
-296
| -15% | -$39.1K | 0.03% | 204 |
|
|
2024
Q3 | $272K | Hold |
1,918
| – | – | 0.03% | 196 |
|
|
2024
Q2 | $244K | Hold |
1,918
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $252K | Hold |
1,918
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $240K | Buy |
+1,918
| New | +$240K | 0.04% | 205 |
|