HHRDM
H&H Retirement Design & Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
11,541
+1,444
| +14% | +$200K | 0.88% | 24 |
|
|
2025
Q1 | $1.29M | Sell |
10,097
-108
| -1% | -$13.8K | 0.86% | 25 |
|
|
2024
Q4 | $1.39M | Buy |
10,205
+413
| +4% | +$56.4K | 0.85% | 25 |
|
|
2024
Q3 | $1.4M | Sell |
9,792
-195
| -2% | -$27.8K | 0.82% | 25 |
|
|
2024
Q2 | $1.32M | Buy |
9,987
+116
| +1% | +$15.4K | 0.82% | 26 |
|
|
2024
Q1 | $1.26M | Buy |
9,871
+915
| +10% | +$117K | 0.83% | 26 |
|
|
2023
Q4 | $1.1M | Buy |
8,956
+514
| +6% | +$63.4K | 0.7% | 27 |
|
|
2023
Q3 | $960K | Sell |
8,442
-66
| -0.8% | -$7.51K | 0.66% | 28 |
|
|
2023
Q2 | $1.05M | Buy |
8,508
+263
| +3% | +$32.6K | 0.7% | 28 |
|
|
2023
Q1 | $1.02M | Buy |
+8,245
| New | +$1.02M | 0.65% | 28 |
|