Inscription Capital’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
Sell
-6,317
Closed -$829K 548
2025
Q1
$829K Buy
+6,317
New +$829K 0.14% 118
2024
Q3
$897K Hold
6,317
0.13% 122
2024
Q2
$803K Hold
6,317
0.13% 120
2024
Q1
$829K Buy
+6,317
New +$829K 0.14% 118
2021
Q3
Sell
-21,925
Closed -$2.68M 367
2021
Q2
$2.68M Buy
+21,925
New +$2.68M 0.3% 71