Investors Research Corp’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
$1.61M Sell
11,834
-253
-2% -$34.3K 0.31% 53
2025
Q1
$1.64M Sell
12,087
-3
-0% -$407 0.36% 51
2024
Q4
$1.6M Sell
12,090
-241
-2% -$31.8K 0.35% 49
2024
Q3
$1.75M Sell
12,331
-120
-1% -$17K 0.38% 45
2024
Q2
$1.58M Sell
12,451
-468
-4% -$59.5K 0.37% 51
2024
Q1
$1.7M Sell
12,919
-895
-6% -$117K 0.4% 48
2023
Q4
$1.73M Sell
13,814
-27
-0.2% -$3.37K 0.42% 48
2023
Q3
$1.59M Buy
13,841
+581
+4% +$66.8K 0.42% 46
2023
Q2
$1.63M Buy
13,260
+1,018
+8% +$125K 0.41% 44
2023
Q1
$1.51M Buy
12,242
+1,359
+12% +$168K 0.39% 46
2022
Q4
$1.36M Buy
10,883
+1,604
+17% +$201K 0.37% 58
2022
Q3
$1.04M Buy
9,279
+2,085
+29% +$233K 0.32% 74
2022
Q2
$854K Buy
7,194
+2,743
+62% +$326K 0.26% 101
2022
Q1
$570K Buy
+4,451
New +$570K 0.16% 177
2021
Q1
Sell
-106
Closed -$11K 1057
2020
Q4
$11K Buy
106
+1
+1% +$104 ﹤0.01% 841
2020
Q3
$10K Buy
105
+1
+1% +$95 ﹤0.01% 832
2020
Q2
$9K Buy
104
+1
+1% +$87 ﹤0.01% 826
2020
Q1
$8K Buy
103
+1
+1% +$78 0.01% 828
2019
Q4
$11K Buy
102
+1
+1% +$108 0.01% 833
2019
Q3
$10K Hold
101
0.01% 849
2019
Q2
$10K Buy
101
+1
+1% +$99 0.01% 807
2019
Q1
$10K Buy
+100
New +$10K 0.01% 796