HB 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 | $11.6M | Buy |
85,543
+344
| +0.4% | +$46.7K | 0.09% | 115 |
|
|
2025
Q1 | $11.6M | Sell |
85,199
-2,587
| -3% | -$351K | 0.1% | 116 |
|
|
2024
Q4 | $11.6M | Sell |
87,786
-2,728
| -3% | -$360K | 0.12% | 87 |
|
|
2024
Q3 | $12.9M | Sell |
90,514
-4,486
| -5% | -$637K | 0.14% | 79 |
|
|
2024
Q2 | $12.1M | Sell |
95,000
-3,921
| -4% | -$499K | 0.14% | 74 |
|
|
2024
Q1 | $13M | Sell |
98,921
-697
| -0.7% | -$91.5K | 0.16% | 68 |
|
|
2023
Q4 | $12.4M | Sell |
99,618
-15,720
| -14% | -$1.96M | 0.18% | 65 |
|
|
2023
Q3 | $13.3M | Sell |
115,338
-7,312
| -6% | -$841K | 0.21% | 55 |
|
|
2023
Q2 | $15M | Sell |
122,650
-5,866
| -5% | -$719K | 0.24% | 46 |
|
|
2023
Q1 | $15.9M | Sell |
128,516
-492
| -0.4% | -$60.9K | 0.28% | 38 |
|
|
2022
Q4 | $16.1M | Buy |
129,008
+664
| +0.5% | +$83.1K | 0.29% | 42 |
|
|
2022
Q3 | $14.3M | Sell |
128,344
-2,920
| -2% | -$326K | 0.3% | 37 |
|
|
2022
Q2 | $15.6M | Buy |
131,264
+4,453
| +4% | +$529K | 0.32% | 30 |
|
|
2022
Q1 | $16.2M | Buy |
126,811
+72,092
| +132% | +$9.24M | 0.3% | 33 |
|
|
2021
Q4 | $7.07M | Buy |
+54,719
| New | +$7.07M | 0.14% | 62 |
|