Hazlett, Burt & Watson’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 | $682K | Buy |
5,026
+113
| +2% | +$15.3K | 0.28% | 85 |
|
|
2025
Q1 | $667K | Sell |
4,913
-249
| -5% | -$33.8K | 0.3% | 77 |
|
|
2024
Q4 | $681K | Buy |
5,162
+1,724
| +50% | +$227K | 0.3% | 74 |
|
|
2024
Q3 | $488K | Sell |
3,438
-207
| -6% | -$29.4K | 0.22% | 104 |
|
|
2024
Q2 | $464K | Buy |
3,645
+492
| +16% | +$62.6K | 0.24% | 90 |
|
|
2024
Q1 | $411K | Buy |
3,153
+277
| +10% | +$36.1K | 0.25% | 82 |
|
|
2023
Q4 | $358K | Sell |
2,876
-336
| -10% | -$41.8K | 0.24% | 92 |
|
|
2023
Q3 | $370K | Buy |
3,212
+846
| +36% | +$97.5K | 0.28% | 78 |
|
|
2023
Q2 | $289K | Buy |
2,366
+45
| +2% | +$5.5K | 0.22% | 97 |
|
|
2023
Q1 | $289K | Sell |
2,321
-386
| -14% | -$48.1K | 0.24% | 96 |
|
|
2022
Q4 | $338K | Buy |
2,707
+757
| +39% | +$94.5K | 0.3% | 74 |
|
|
2022
Q3 | $218K | Sell |
1,950
-268
| -12% | -$30K | 0.21% | 105 |
|
|
2022
Q2 | $264K | Buy |
2,218
+957
| +76% | +$114K | 0.24% | 93 |
|
|
2022
Q1 | $161K | Buy |
+1,261
| New | +$161K | 0.13% | 161 |
|