JMG Financial 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 | $292K | Hold |
2,154
| – | – | 0.01% | 109 |
|
|
2025
Q1 | $292K | Hold |
2,154
| – | – | 0.01% | 104 |
|
|
2024
Q4 | $285K | Hold |
2,154
| – | – | 0.01% | 104 |
|
|
2024
Q3 | $306K | Hold |
2,154
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $274K | Sell |
2,154
-87
| -4% | -$11.1K | 0.01% | 109 |
|
|
2024
Q1 | $294K | Hold |
2,241
| – | – | 0.01% | 103 |
|
|
2023
Q4 | $280K | Hold |
2,241
| – | – | 0.01% | 106 |
|
|
2023
Q3 | $258K | Hold |
2,241
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $275K | Hold |
2,241
| – | – | 0.01% | 99 |
|
|
2023
Q1 | $277K | Hold |
2,241
| – | – | 0.01% | 98 |
|
|
2022
Q4 | $280K | Buy |
2,241
+421
| +23% | +$52.6K | 0.02% | 91 |
|
|
2022
Q3 | $203K | Hold |
1,820
| – | – | 0.01% | 89 |
|
|
2022
Q2 | $216K | Hold |
1,820
| – | – | 0.01% | 88 |
|
|
2022
Q1 | $233K | Buy |
+1,820
| New | +$233K | 0.01% | 81 |
|