Hoge Financial Services’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 | $350K | Sell |
2,581
-75
| -3% | -$10.2K | 0.22% | 40 |
|
|
2025
Q1 | $360K | Sell |
2,656
-118
| -4% | -$16K | 0.25% | 39 |
|
|
2024
Q4 | $366K | Sell |
2,774
-149
| -5% | -$19.7K | 0.27% | 35 |
|
|
2024
Q3 | $415K | Buy |
2,923
+16
| +0.6% | +$2.27K | 0.31% | 35 |
|
|
2024
Q2 | $370K | Buy |
2,907
+20
| +0.7% | +$2.54K | 0.3% | 36 |
|
|
2024
Q1 | $379K | Buy |
2,887
+6
| +0.2% | +$788 | 0.31% | 35 |
|
|
2023
Q4 | $360K | Buy |
+2,881
| New | +$360K | 0.36% | 33 |
|