Harbour Investments’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
$1.54M Sell
11,314
-83
-0.7% -$11.3K 0.04% 401
2025
Q1
$1.55M Buy
11,397
+1,436
+14% +$195K 0.04% 367
2024
Q4
$1.32M Sell
9,961
-93
-0.9% -$12.3K 0.04% 400
2024
Q3
$1.43M Sell
10,054
-695
-6% -$98.7K 0.04% 362
2024
Q2
$1.37M Buy
10,749
+244
+2% +$31K 0.05% 341
2024
Q1
$1.38M Buy
10,505
+3,038
+41% +$399K 0.05% 337
2023
Q4
$933K Buy
7,467
+840
+13% +$105K 0.04% 378
2023
Q3
$762K Sell
6,627
-19
-0.3% -$2.19K 0.04% 390
2023
Q2
$815K Buy
6,646
+675
+11% +$82.7K 0.04% 390
2023
Q1
$739K Buy
5,971
+989
+20% +$122K 0.04% 383
2022
Q4
$623K Sell
4,982
-61
-1% -$7.63K 0.04% 404
2022
Q3
$599K Hold
5,043
0.04% 382
2022
Q2
$599K Buy
+5,043
New +$599K 0.04% 382
2021
Q4
$686K Sell
5,313
-14,880
-74% -$1.92M 0.04% 378
2021
Q3
$2.37M Sell
20,193
-3,516
-15% -$413K 0.08% 236
2021
Q2
$2.9M Buy
23,709
+618
+3% +$75.6K 0.09% 205
2021
Q1
$2.73M Buy
+23,091
New +$2.73M 0.1% 195