Investment Research & 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 | $168K | Sell |
1,237
-25
| -2% | -$3.39K | 0.06% | 74 |
|
|
2025
Q1 | $171K | Sell |
1,262
-69
| -5% | -$9.36K | 0.07% | 75 |
|
|
2024
Q4 | $176K | Hold |
1,331
| – | – | 0.07% | 73 |
|
|
2024
Q3 | $189K | Sell |
1,331
-11,970
| -90% | -$1.7M | 0.08% | 70 |
|
|
2024
Q2 | $169K | Buy |
13,301
+12,074
| +984% | +$154K | 0.08% | 68 |
|
|
2024
Q1 | $161K | Hold |
1,227
| – | – | 0.07% | 68 |
|
|
2023
Q4 | $153K | Hold |
1,227
| – | – | 0.08% | 72 |
|
|
2023
Q3 | $141K | Hold |
1,227
| – | – | 0.08% | 71 |
|
|
2023
Q2 | $150K | Hold |
1,227
| – | – | 0.09% | 69 |
|
|
2023
Q1 | $152K | Hold |
1,227
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $154K | Hold |
1,227
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $137K | Hold |
1,227
| – | – | 0.1% | 67 |
|
|
2022
Q2 | $146K | Hold |
1,227
| – | – | 0.11% | 65 |
|
|
2022
Q1 | $157K | Hold |
1,227
| – | – | 0.1% | 69 |
|
|
2021
Q4 | $158K | Hold |
1,227
| – | – | 0.1% | 68 |
|
|
2021
Q3 | $145K | Hold |
1,227
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $150K | Hold |
1,227
| – | – | 0.1% | 72 |
|
|
2021
Q1 | $145K | Hold |
1,227
| – | – | 0.11% | 64 |
|
|
2020
Q4 | $130K | Hold |
1,227
| – | – | 0.1% | 70 |
|
|
2020
Q3 | $113K | Hold |
1,227
| – | – | 0.09% | 68 |
|
|
2020
Q2 | $111K | Hold |
1,227
| – | – | 0.1% | 66 |
|
|
2020
Q1 | $98K | Hold |
1,227
| – | – | 0.09% | 61 |
|
|
2019
Q4 | $132K | Buy |
+1,227
| New | +$132K | 0.12% | 60 |
|