Kathryn A. Hall’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,743
| Closed | -$218K | – | 54 |
|
|
2023
Q4 | $218K | Hold |
1,743
| – | – | 0.06% | 50 |
|
|
2023
Q3 | $200K | Hold |
1,743
| – | – | 0.07% | 50 |
|
|
2023
Q2 | $214K | Hold |
1,743
| – | – | 0.07% | 49 |
|
|
2023
Q1 | $216K | Hold |
1,743
| – | – | 0.06% | 58 |
|
|
2022
Q4 | $218K | Buy |
+1,743
| New | +$218K | 0.09% | 49 |
|
|
2022
Q3 | – | Sell |
-1,743
| Closed | -$208K | – | 52 |
|
|
2022
Q2 | $208K | Hold |
1,743
| – | – | 0.08% | 50 |
|
|
2022
Q1 | $223K | Hold |
1,743
| – | – | 0.07% | 50 |
|
|
2021
Q4 | $224K | Hold |
1,743
| – | – | 0.05% | 52 |
|
|
2021
Q3 | $205K | Sell |
1,743
-4,130
| -70% | -$486K | 0.06% | 53 |
|
|
2021
Q2 | $718K | Hold |
5,873
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $693K | Hold |
5,873
| – | – | 0.23% | 44 |
|
|
2020
Q4 | $622K | Sell |
5,873
-10,358
| -64% | -$1.1M | 0.22% | 46 |
|
|
2020
Q3 | $1.5M | Buy |
16,231
+3,415
| +27% | +$316K | 0.71% | 21 |
|
|
2020
Q2 | $1.17M | Hold |
12,816
| – | – | 0.67% | 23 |
|
|
2020
Q1 | $1.02M | Buy |
+12,816
| New | +$1.02M | 0.85% | 20 |
|