Great Valley Advisor Group’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 | $1.68M | Sell |
12,407
-499
| -4% | -$67.7K | 0.04% | 348 |
|
|
2025
Q1 | $1.75M | Buy |
12,906
+1,402
| +12% | +$190K | 0.04% | 335 |
|
|
2024
Q4 | $1.52M | Buy |
11,504
+1,002
| +10% | +$132K | 0.03% | 363 |
|
|
2024
Q3 | $1.49M | Buy |
10,502
+1,037
| +11% | +$147K | 0.04% | 356 |
|
|
2024
Q2 | $1.2M | Buy |
9,465
+77
| +0.8% | +$9.8K | 0.03% | 357 |
|
|
2024
Q1 | $1.23M | Buy |
9,388
+5,837
| +164% | +$766K | 0.04% | 336 |
|
|
2023
Q4 | $444K | Buy |
3,551
+41
| +1% | +$5.13K | 0.02% | 485 |
|
|
2023
Q3 | $403K | Buy |
3,510
+118
| +3% | +$13.6K | 0.02% | 489 |
|
|
2023
Q2 | $416K | Sell |
3,392
-16,048
| -83% | -$1.97M | 0.02% | 483 |
|
|
2023
Q1 | $2.41M | Buy |
19,440
+193
| +1% | +$23.9K | 0.11% | 191 |
|
|
2022
Q4 | $2.41M | Buy |
19,247
+3,123
| +19% | +$391K | 0.12% | 187 |
|
|
2022
Q3 | $1.8M | Buy |
16,124
+12,368
| +329% | +$1.38M | 0.1% | 209 |
|
|
2022
Q2 | $446K | Buy |
+3,756
| New | +$446K | 0.02% | 451 |
|