Insigneo Advisory Services’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 | $332K | Sell |
2,445
-37
| -1% | -$5.02K | 0.03% | 428 |
|
|
2025
Q1 | $337K | Buy |
2,482
+12
| +0.5% | +$1.63K | 0.03% | 392 |
|
|
2024
Q4 | $326K | Buy |
2,470
+609
| +33% | +$80.5K | 0.03% | 399 |
|
|
2024
Q3 | $264K | Sell |
1,861
-2,222
| -54% | -$316K | 0.03% | 482 |
|
|
2024
Q2 | $536K | Buy |
4,083
+2,164
| +113% | +$284K | 0.06% | 275 |
|
|
2024
Q1 | $252K | Sell |
1,919
-91
| -5% | -$11.9K | 0.03% | 425 |
|
|
2023
Q4 | $251K | Sell |
2,010
-256
| -11% | -$32K | 0.04% | 377 |
|
|
2023
Q3 | $261K | Buy |
2,266
+64
| +3% | +$7.36K | 0.05% | 311 |
|
|
2023
Q2 | $270K | Sell |
2,202
-3,285
| -60% | -$403K | 0.05% | 300 |
|
|
2023
Q1 | $679K | Sell |
5,487
-2,790
| -34% | -$345K | 0.22% | 93 |
|
|
2022
Q4 | $1.04M | Buy |
+8,277
| New | +$1.04M | 0.39% | 55 |
|