Gries Financial’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 | $349K | Hold |
2,570
| – | – | 0.06% | 204 |
|
|
2025
Q1 | $349K | Hold |
2,570
| – | – | 0.07% | 194 |
|
|
2024
Q4 | $339K | Hold |
2,570
| – | – | 0.06% | 197 |
|
|
2024
Q3 | $365K | Hold |
2,570
| – | – | 0.07% | 183 |
|
|
2024
Q2 | $327K | Hold |
2,570
| – | – | 0.07% | 178 |
|
|
2024
Q1 | $337K | Hold |
2,570
| – | – | 0.06% | 210 |
|
|
2023
Q4 | $321K | Hold |
2,570
| – | – | 0.07% | 165 |
|
|
2023
Q3 | $296K | Hold |
2,570
| – | – | 0.08% | 156 |
|
|
2023
Q2 | $315K | Hold |
2,570
| – | – | 0.09% | 141 |
|
|
2023
Q1 | $318K | Hold |
2,570
| – | – | 0.09% | 140 |
|
|
2022
Q4 | $322K | Hold |
2,570
| – | – | 0.11% | 126 |
|
|
2022
Q3 | $287K | Hold |
2,570
| – | – | 0.12% | 123 |
|
|
2022
Q2 | $305K | Hold |
2,570
| – | – | 0.15% | 104 |
|
|
2022
Q1 | $329K | Hold |
2,570
| – | – | 0.12% | 127 |
|
|
2021
Q4 | $332K | Sell |
2,570
-10
| -0.4% | -$1.29K | 0.14% | 130 |
|
|
2021
Q3 | $303K | Hold |
2,580
| – | – | 0.1% | 132 |
|
|
2021
Q2 | $316K | Buy |
2,580
+10
| +0.4% | +$1.23K | 0.1% | 131 |
|
|
2021
Q1 | $323K | Buy |
+2,570
| New | +$323K | 0.1% | 136 |
|