Greenhouse 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 | $874K | Buy |
6,455
+3,669
| +132% | +$497K | 0.56% | 23 |
|
|
2025
Q1 | $378K | Sell |
2,786
-3,633
| -57% | -$493K | 0.28% | 36 |
|
|
2024
Q4 | $848K | Buy |
6,419
+21
| +0.3% | +$2.77K | 0.56% | 26 |
|
|
2024
Q3 | $907K | Buy |
6,398
+16
| +0.3% | +$2.27K | 0.61% | 22 |
|
|
2024
Q2 | $812K | Buy |
6,382
+18
| +0.3% | +$2.29K | 0.59% | 25 |
|
|
2024
Q1 | $835K | Buy |
6,364
+15
| +0.2% | +$1.97K | 0.63% | 22 |
|
|
2023
Q4 | $793K | Buy |
6,349
+21
| +0.3% | +$2.62K | 0.64% | 21 |
|
|
2023
Q3 | $728K | Buy |
6,328
+18
| +0.3% | +$2.07K | 0.65% | 23 |
|
|
2023
Q2 | $774K | Buy |
6,310
+18
| +0.3% | +$2.21K | 0.68% | 21 |
|
|
2023
Q1 | $778K | Buy |
6,292
+15
| +0.2% | +$1.86K | 0.74% | 21 |
|
|
2022
Q4 | $785K | Buy |
6,277
+19
| +0.3% | +$2.38K | 0.79% | 20 |
|
|
2022
Q3 | $698K | Buy |
6,258
+17
| +0.3% | +$1.9K | 0.78% | 18 |
|
|
2022
Q2 | $741K | Buy |
6,241
+16
| +0.3% | +$1.9K | 0.8% | 19 |
|
|
2022
Q1 | $797K | Buy |
6,225
+16
| +0.3% | +$2.05K | 0.75% | 19 |
|
|
2021
Q4 | $802K | Buy |
6,209
+20
| +0.3% | +$2.58K | 0.72% | 20 |
|
|
2021
Q3 | $728K | Buy |
6,189
+17
| +0.3% | +$2K | 0.69% | 20 |
|
|
2021
Q2 | $755K | Buy |
6,172
+16
| +0.3% | +$1.96K | 0.7% | 19 |
|
|
2021
Q1 | $727K | Buy |
6,156
+18
| +0.3% | +$2.13K | 0.72% | 21 |
|
|
2020
Q4 | $650K | Buy |
+6,138
| New | +$650K | 0.64% | 24 |
|