Indiana Trust & Investment 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 | $493K | Sell |
3,629
-76
| -2% | -$10.3K | 0.16% | 101 |
|
2025
Q1 | $503K | Hold |
3,705
| – | – | 0.18% | 96 |
|
2024
Q4 | $489K | Sell |
3,705
-285
| -7% | -$37.6K | 0.17% | 99 |
|
2024
Q3 | $567K | Sell |
3,990
-264
| -6% | -$37.5K | 0.19% | 92 |
|
2024
Q2 | $541K | Buy |
4,254
+300
| +8% | +$38.2K | 0.2% | 90 |
|
2024
Q1 | $519K | Hold |
3,954
| – | – | 0.21% | 91 |
|
2023
Q4 | $494K | Sell |
3,954
-99
| -2% | -$12.4K | 0.22% | 91 |
|
2023
Q3 | $466K | Buy |
+4,053
| New | +$466K | 0.24% | 88 |
|