Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $323K | Hold |
2,540
| – | – | 0.05% | 127 |
|
|
2024
Q1 | $333K | Sell |
2,540
-580
| -19% | -$76.1K | 0.05% | 125 |
|
|
2023
Q4 | $390K | Buy |
3,120
+15
| +0.5% | +$1.88K | 0.06% | 122 |
|
|
2023
Q3 | $357K | Hold |
3,105
| – | – | 0.06% | 116 |
|
|
2023
Q2 | $381K | Sell |
3,105
-283
| -8% | -$34.7K | 0.06% | 117 |
|
|
2023
Q1 | $419K | Buy |
3,388
+4
| +0.1% | +$495 | 0.07% | 119 |
|
|
2022
Q4 | $423K | Sell |
3,384
-102
| -3% | -$12.8K | 0.07% | 116 |
|
|
2022
Q3 | $389K | Buy |
3,486
+1,129
| +48% | +$126K | 0.07% | 116 |
|
|
2022
Q2 | $280K | Sell |
2,357
-10
| -0.4% | -$1.19K | 0.05% | 121 |
|
|
2022
Q1 | $303K | Sell |
2,367
-319
| -12% | -$40.8K | 0.05% | 129 |
|
|
2021
Q4 | $347K | Buy |
2,686
+5
| +0.2% | +$646 | 0.05% | 130 |
|
|
2021
Q3 | $315K | Buy |
2,681
+5
| +0.2% | +$587 | 0.05% | 146 |
|
|
2021
Q2 | $327K | Buy |
2,676
+4
| +0.1% | +$489 | 0.05% | 139 |
|
|
2021
Q1 | $315K | Buy |
2,672
+4
| +0.1% | +$472 | 0.06% | 146 |
|
|
2020
Q4 | $283K | Buy |
2,668
+6
| +0.2% | +$636 | 0.06% | 149 |
|
|
2020
Q3 | $246K | Buy |
2,662
+5
| +0.2% | +$462 | 0.06% | 144 |
|
|
2020
Q2 | $242K | Buy |
2,657
+5
| +0.2% | +$455 | 0.05% | 156 |
|
|
2020
Q1 | $212K | Buy |
2,652
+6
| +0.2% | +$480 | 0.05% | 140 |
|
|
2019
Q4 | $285K | Buy |
2,646
+4
| +0.2% | +$431 | 0.06% | 141 |
|
|
2019
Q3 | $271K | Buy |
2,642
+4
| +0.2% | +$410 | 0.06% | 138 |
|
|
2019
Q2 | $266K | Buy |
2,638
+4
| +0.2% | +$403 | 0.06% | 148 |
|
|
2019
Q1 | $262K | Buy |
2,634
+4
| +0.2% | +$398 | 0.06% | 159 |
|
|
2018
Q4 | $235K | Buy |
2,630
+4
| +0.2% | +$357 | 0.05% | 149 |
|
|
2018
Q3 | $257K | Buy |
2,626
+4
| +0.2% | +$391 | 0.05% | 167 |
|
|
2018
Q2 | $243K | Buy |
2,622
+4
| +0.2% | +$371 | 0.05% | 165 |
|
|
2018
Q1 | $239K | Buy |
2,618
+4
| +0.2% | +$365 | 0.05% | 158 |
|
|
2017
Q4 | $247K | Buy |
2,614
+18
| +0.7% | +$1.7K | 0.05% | 150 |
|
|
2017
Q3 | $237K | Buy |
2,596
+3
| +0.1% | +$274 | 0.05% | 160 |
|
|
2017
Q2 | $230K | Hold |
2,593
| – | – | 0.06% | 117 |
|
|
2017
Q1 | $229K | Buy |
+2,593
| New | +$229K | 0.07% | 116 |
|