IFG Advisory’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 | $1.62M | Sell |
11,935
-1,404
| -11% | -$191K | 0.08% | 255 |
|
|
2025
Q1 | $1.81M | Sell |
13,339
-635
| -5% | -$86.2K | 0.1% | 227 |
|
|
2024
Q4 | $1.85M | Buy |
13,974
+3,905
| +39% | +$516K | 0.1% | 213 |
|
|
2024
Q3 | $1.43M | Buy |
10,069
+207
| +2% | +$29.4K | 0.09% | 241 |
|
|
2024
Q2 | $1.25M | Sell |
9,862
-213
| -2% | -$27.1K | 0.08% | 252 |
|
|
2024
Q1 | $1.32M | Sell |
10,075
-28,822
| -74% | -$3.78M | 0.1% | 225 |
|
|
2023
Q4 | $4.86M | Buy |
38,897
+1,224
| +3% | +$153K | 0.36% | 71 |
|
|
2023
Q3 | $4.33M | Sell |
37,673
-115
| -0.3% | -$13.2K | 0.36% | 64 |
|
|
2023
Q2 | $4.63M | Sell |
37,788
-460
| -1% | -$56.4K | 0.41% | 63 |
|
|
2023
Q1 | $4.73M | Sell |
38,248
-25
| -0.1% | -$3.09K | 0.44% | 54 |
|
|
2022
Q4 | $4.79M | Buy |
38,273
+2,598
| +7% | +$325K | 0.48% | 47 |
|
|
2022
Q3 | $3.98M | Sell |
35,675
-11,712
| -25% | -$1.31M | 0.36% | 60 |
|
|
2022
Q2 | $5.62M | Buy |
47,387
+27,329
| +136% | +$3.24M | 0.6% | 36 |
|
|
2022
Q1 | $2.57M | Sell |
20,058
-450
| -2% | -$57.6K | 0.26% | 95 |
|
|
2021
Q4 | $2.65M | Buy |
20,508
+219
| +1% | +$28.3K | 0.26% | 89 |
|
|
2021
Q3 | $2.39M | Sell |
20,289
-1,191
| -6% | -$140K | 0.26% | 91 |
|
|
2021
Q2 | $2.63M | Sell |
21,480
-3,142
| -13% | -$384K | 0.29% | 75 |
|
|
2021
Q1 | $2.91M | Buy |
24,622
+314
| +1% | +$37.1K | 0.36% | 66 |
|
|
2020
Q4 | $2.57M | Sell |
24,308
-5,825
| -19% | -$617K | 0.36% | 69 |
|
|
2020
Q3 | $2.78M | Buy |
30,133
+253
| +0.8% | +$23.4K | 0.45% | 50 |
|
|
2020
Q2 | $2.73M | Buy |
29,880
+1,232
| +4% | +$112K | 0.49% | 46 |
|
|
2020
Q1 | $2.29M | Buy |
28,648
+4,028
| +16% | +$322K | 0.51% | 45 |
|
|
2019
Q4 | $2.65M | Buy |
24,620
+3,669
| +18% | +$395K | 0.48% | 52 |
|
|
2019
Q3 | $2.15M | Buy |
+20,951
| New | +$2.15M | 0.42% | 68 |
|