Hubbell Strickland 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 | $14.6M | Sell |
107,869
-2,968
| -3% | -$403K | 6.46% | 3 |
|
|
2025
Q1 | $15M | Buy |
110,837
+1,421
| +1% | +$193K | 7.12% | 3 |
|
|
2024
Q4 | $14.5M | Sell |
109,416
-967
| -0.9% | -$128K | 6.85% | 4 |
|
|
2024
Q3 | $15.7M | Buy |
110,383
+188
| +0.2% | +$26.7K | 7.34% | 3 |
|
|
2024
Q2 | $14M | Sell |
110,195
-47
| -0% | -$5.98K | 7.03% | 3 |
|
|
2024
Q1 | $14.5M | Sell |
110,242
-2,214
| -2% | -$291K | 7.32% | 3 |
|
|
2023
Q4 | $14.1M | Sell |
112,456
-1,307
| -1% | -$163K | 7.69% | 3 |
|
|
2023
Q3 | $13.1M | Buy |
113,763
+598
| +0.5% | +$68.8K | 7.84% | 3 |
|
|
2023
Q2 | $13.9M | Buy |
113,165
+143
| +0.1% | +$17.5K | 8.03% | 3 |
|
|
2023
Q1 | $14M | Sell |
113,022
-561
| -0.5% | -$69.4K | 8.49% | 3 |
|
|
2022
Q4 | $14.2M | Buy |
113,583
+2,739
| +2% | +$343K | 8.65% | 2 |
|
|
2022
Q3 | $12.4M | Buy |
110,844
+3,913
| +4% | +$436K | 8.61% | 3 |
|
|
2022
Q2 | $12.7M | Buy |
106,931
+1,494
| +1% | +$177K | 8.45% | 3 |
|
|
2022
Q1 | $13.5M | Buy |
105,437
+3,032
| +3% | +$388K | 8.02% | 4 |
|
|
2021
Q4 | $13.2M | Buy |
102,405
+780
| +0.8% | +$101K | 7.32% | 4 |
|
|
2021
Q3 | $11.9M | Buy |
101,625
+3,958
| +4% | +$465K | 7.24% | 4 |
|
|
2021
Q2 | $11.9M | Buy |
97,667
+5,549
| +6% | +$679K | 7.18% | 4 |
|
|
2021
Q1 | $10.9M | Sell |
92,118
-51
| -0.1% | -$6.02K | 6.99% | 4 |
|
|
2020
Q4 | $9.76M | Sell |
92,169
-2,234
| -2% | -$237K | 6.67% | 4 |
|
|
2020
Q3 | $8.72M | Sell |
94,403
-5,598
| -6% | -$517K | 6.79% | 4 |
|
|
2020
Q2 | $9.12M | Sell |
100,001
-22
| -0% | -$2.01K | 7.67% | 3 |
|
|
2020
Q1 | $7.99M | Sell |
100,023
-3,061
| -3% | -$244K | 8.11% | 3 |
|
|
2019
Q4 | $11.1M | Buy |
103,084
+5,587
| +6% | +$601K | 8.95% | 3 |
|
|
2019
Q3 | $10M | Buy |
+97,497
| New | +$10M | 8.66% | 3 |
|