Interchange Capital Partners’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 | $788K | Buy |
5,804
+12
| +0.2% | +$1.63K | 0.18% | 103 |
|
2025
Q1 | $786K | Buy |
5,792
+15
| +0.3% | +$2.04K | 0.22% | 92 |
|
2024
Q4 | $763K | Sell |
5,777
-401
| -6% | -$53K | 0.28% | 96 |
|
2024
Q3 | $878K | Sell |
6,178
-59
| -0.9% | -$8.38K | 0.31% | 87 |
|
2024
Q2 | $793K | Buy |
6,237
+183
| +3% | +$23.3K | 0.29% | 91 |
|
2024
Q1 | $814K | Buy |
6,054
+430
| +8% | +$57.8K | 0.55% | 47 |
|
2023
Q4 | $703K | Buy |
5,624
+298
| +6% | +$37.2K | 0.53% | 50 |
|
2023
Q3 | $613K | Sell |
5,326
-174
| -3% | -$20K | 0.49% | 53 |
|
2023
Q2 | $674K | Buy |
5,500
+851
| +18% | +$104K | 0.51% | 49 |
|
2023
Q1 | $575K | Buy |
4,649
+634
| +16% | +$78.4K | 0.31% | 84 |
|
2022
Q4 | $502K | Sell |
4,015
-1,000
| -20% | -$125K | 0.51% | 46 |
|
2022
Q3 | $559K | Buy |
5,015
+354
| +8% | +$39.5K | 0.61% | 39 |
|
2022
Q2 | $553K | Buy |
4,661
+606
| +15% | +$71.9K | 0.62% | 44 |
|
2022
Q1 | $519K | Buy |
+4,055
| New | +$519K | 0.53% | 57 |
|