HUB Investment Partners’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 | $425K | Hold |
3,131
| – | – | 0.01% | 384 |
|
|
2025
Q1 | $425K | Buy |
3,131
+15
| +0.5% | +$2.04K | 0.02% | 336 |
|
|
2024
Q4 | $412K | Sell |
3,116
-92
| -3% | -$12.2K | 0.02% | 336 |
|
|
2024
Q3 | $456K | Buy |
+3,208
| New | +$456K | 0.02% | 306 |
|
|
2024
Q2 | – | Sell |
-2,447
| Closed | -$321K | – | 488 |
|
|
2024
Q1 | $321K | Buy |
2,447
+185
| +8% | +$24.3K | 0.02% | 342 |
|
|
2023
Q4 | $283K | Buy |
+2,262
| New | +$283K | 0.02% | 316 |
|
|
2021
Q2 | – | Sell |
-3,494
| Closed | -$412K | – | 234 |
|
|
2021
Q1 | $412K | Buy |
3,494
+56
| +2% | +$6.6K | 0.12% | 134 |
|
|
2020
Q4 | $318K | Buy |
+3,438
| New | +$318K | 0.14% | 113 |
|