Kovitz Investment Group Partners’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 | $3.38M | Buy |
24,878
+4,692
| +23% | +$637K | 0.01% | 512 |
|
|
2025
Q1 | $2.74M | Sell |
20,186
-785
| -4% | -$107K | 0.01% | 519 |
|
|
2024
Q4 | $2.77M | Buy |
20,971
+51
| +0.2% | +$6.74K | 0.01% | 514 |
|
|
2024
Q3 | $2.8M | Buy |
20,920
+15,432
| +281% | +$2.06M | 0.02% | 439 |
|
|
2024
Q2 | $698K | Buy |
5,488
+261
| +5% | +$33.2K | 0.01% | 608 |
|
|
2024
Q1 | $686K | Buy |
+5,227
| New | +$686K | 0.01% | 459 |
|