Investment Advisory Group’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 | $605K | Sell |
4,460
-155
| -3% | -$21K | 0.18% | 92 |
|
|
2025
Q1 | $626K | Hold |
4,615
| – | – | 0.21% | 90 |
|
|
2024
Q4 | $610K | Sell |
4,615
-44
| -0.9% | -$5.81K | 0.2% | 87 |
|
|
2024
Q3 | $662K | Sell |
4,659
-99
| -2% | -$14.1K | 0.23% | 85 |
|
|
2024
Q2 | $605K | Buy |
4,758
+1
| +0% | +$127 | 0.23% | 80 |
|
|
2024
Q1 | $624K | Sell |
4,757
-50
| -1% | -$6.56K | 0.26% | 75 |
|
|
2023
Q4 | $601K | Sell |
4,807
-165
| -3% | -$20.6K | 0.28% | 70 |
|
|
2023
Q3 | $572K | Buy |
4,972
+148
| +3% | +$17K | 0.3% | 66 |
|
|
2023
Q2 | $591K | Hold |
4,824
| – | – | 0.3% | 65 |
|
|
2023
Q1 | $597K | Hold |
4,824
| – | – | 0.34% | 63 |
|
|
2022
Q4 | $603K | Buy |
4,824
+608
| +14% | +$76.1K | 0.37% | 57 |
|
|
2022
Q3 | $470K | Hold |
4,216
| – | – | 0.33% | 63 |
|
|
2022
Q2 | $500K | Hold |
4,216
| – | – | 0.34% | 61 |
|
|
2022
Q1 | $540K | Hold |
4,216
| – | – | 0.33% | 65 |
|
|
2021
Q4 | $527K | Buy |
+4,216
| New | +$527K | 0.34% | 60 |
|