Greenwich 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 | $342K | Buy |
2,521
+175
| +7% | +$23.7K | 0.02% | 204 |
|
|
2025
Q1 | $318K | Sell |
2,346
-41
| -2% | -$5.56K | 0.02% | 197 |
|
|
2024
Q4 | $315K | Buy |
2,387
+41
| +2% | +$5.41K | 0.02% | 198 |
|
|
2024
Q3 | $333K | Buy |
2,346
+330
| +16% | +$46.8K | 0.02% | 194 |
|
|
2024
Q2 | $256K | Buy |
2,016
+25
| +1% | +$3.18K | 0.02% | 207 |
|
|
2024
Q1 | $261K | Sell |
1,991
-268
| -12% | -$35.1K | 0.02% | 201 |
|
|
2023
Q4 | $282K | Buy |
2,259
+362
| +19% | +$45.2K | 0.03% | 188 |
|
|
2023
Q3 | $218K | Buy |
+1,897
| New | +$218K | 0.02% | 202 |
|
|
2023
Q2 | – | Sell |
-1,627
| Closed | -$201K | – | 243 |
|
|
2023
Q1 | $201K | Buy |
1,627
+27
| +2% | +$3.34K | 0.02% | 213 |
|
|
2022
Q4 | $200K | Buy |
+1,600
| New | +$200K | 0.02% | 216 |
|
|
2022
Q1 | – | Sell |
-1,954
| Closed | -$252K | – | 249 |
|
|
2021
Q4 | $252K | Buy |
1,954
+2
| +0.1% | +$258 | 0.02% | 207 |
|
|
2021
Q3 | $229K | Buy |
+1,952
| New | +$229K | 0.02% | 214 |
|
|
2017
Q1 | – | Sell |
-10,311
| Closed | -$882K | – | 206 |
|
|
2016
Q4 | $882K | Buy |
10,311
+229
| +2% | +$19.6K | 0.11% | 97 |
|
|
2016
Q3 | $851K | Buy |
10,082
+84
| +0.8% | +$7.09K | 0.15% | 95 |
|
|
2016
Q2 | $839K | Buy |
9,998
+88
| +0.9% | +$7.39K | 0.2% | 94 |
|
|
2016
Q1 | $792K | Buy |
+9,910
| New | +$792K | 0.2% | 95 |
|