Horizons 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 | $115K | Hold |
850
| – | – | 0.08% | 76 |
|
2025
Q1 | $115K | Hold |
850
| – | – | 0.09% | 71 |
|
2024
Q4 | $112K | Hold |
850
| – | – | 0.09% | 72 |
|
2024
Q3 | $121K | Hold |
850
| – | – | 0.09% | 73 |
|
2024
Q2 | $112K | Hold |
850
| – | – | 0.09% | 76 |
|
2024
Q1 | $106K | Hold |
850
| – | – | 0.07% | 73 |
|
2023
Q4 | $106K | Hold |
850
| – | – | 0.07% | 73 |
|
2023
Q3 | $97.8K | Hold |
850
| – | – | 0.07% | 75 |
|
2023
Q2 | $104K | Hold |
850
| – | – | 0.07% | 76 |
|
2023
Q1 | $105K | Hold |
850
| – | – | 0.08% | 72 |
|
2022
Q4 | $106K | Hold |
850
| – | – | 0.08% | 70 |
|
2022
Q3 | $95K | Hold |
850
| – | – | 0.09% | 62 |
|
2022
Q2 | $112K | Buy |
+850
| New | +$112K | 0.09% | 62 |
|