IFWM
Institute for Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
2,318
| – | – | 0.04% | 424 |
|
|
2025
Q1 | $315K | Buy |
2,318
+89
| +4% | +$12.1K | 0.04% | 404 |
|
|
2024
Q4 | $294K | Hold |
2,229
| – | – | 0.04% | 400 |
|
|
2024
Q3 | $317K | Hold |
2,229
| – | – | 0.04% | 404 |
|
|
2024
Q2 | $283K | Hold |
2,229
| – | – | 0.04% | 396 |
|
|
2024
Q1 | $293K | Hold |
2,229
| – | – | 0.04% | 394 |
|
|
2023
Q4 | $279K | Sell |
2,229
-39
| -2% | -$4.87K | 0.05% | 384 |
|
|
2023
Q3 | $261K | Sell |
2,268
-200
| -8% | -$23K | 0.05% | 371 |
|
|
2023
Q2 | $303K | Hold |
2,468
| – | – | 0.05% | 356 |
|
|
2023
Q1 | $305K | Hold |
2,468
| – | – | 0.06% | 342 |
|
|
2022
Q4 | $309K | Hold |
2,468
| – | – | 0.06% | 339 |
|
|
2022
Q3 | $275K | Sell |
2,468
-83
| -3% | -$9.25K | 0.06% | 356 |
|
|
2022
Q2 | $303K | Hold |
2,551
| – | – | 0.06% | 389 |
|
|
2022
Q1 | $327K | Hold |
2,551
| – | – | 0.05% | 400 |
|
|
2021
Q4 | $329K | Hold |
2,551
| – | – | 0.05% | 358 |
|
|
2021
Q3 | $300K | Hold |
2,551
| – | – | 0.05% | 375 |
|
|
2021
Q2 | $312K | Hold |
2,551
| – | – | 0.05% | 365 |
|
|
2021
Q1 | $301K | Hold |
2,551
| – | – | 0.06% | 356 |
|
|
2020
Q4 | $270K | Hold |
2,551
| – | – | 0.05% | 364 |
|
|
2020
Q3 | $236K | Sell |
2,551
-372
| -13% | -$34.4K | 0.05% | 367 |
|
|
2020
Q2 | $267K | Hold |
2,923
| – | – | 0.07% | 341 |
|
|
2020
Q1 | $233K | Buy |
2,923
+53
| +2% | +$4.23K | 0.07% | 333 |
|
|
2019
Q4 | $309K | Sell |
2,870
-79
| -3% | -$8.51K | 0.07% | 340 |
|
|
2019
Q3 | $303K | Hold |
2,949
| – | – | 0.08% | 322 |
|
|
2019
Q2 | $297K | Buy |
2,949
+79
| +3% | +$7.96K | 0.07% | 357 |
|
|
2019
Q1 | $285K | Hold |
2,870
| – | – | 0.06% | 348 |
|
|
2018
Q4 | $257K | Buy |
+2,870
| New | +$257K | 0.11% | 214 |
|
|
2018
Q1 | – | Sell |
-3,452
| Closed | -$326K | – | 376 |
|
|
2017
Q4 | $326K | Buy |
+3,452
| New | +$326K | 0.08% | 293 |
|
|
2017
Q3 | – | Sell |
-2,428
| Closed | -$215K | – | 370 |
|
|
2017
Q2 | $215K | Buy |
+2,428
| New | +$215K | 0.06% | 367 |
|