KPP Advisory Services’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
$364K Sell
2,684
-48
-2% -$6.52K 0.06% 228
2025
Q1
$371K Buy
2,732
+476
+21% +$64.6K 0.07% 214
2024
Q4
$298K Buy
2,256
+4
+0.2% +$528 0.07% 198
2024
Q3
$320K Sell
2,252
-17
-0.7% -$2.42K 0.08% 192
2024
Q2
$289K Sell
2,269
-271
-11% -$34.5K 0.08% 189
2024
Q1
$333K Buy
+2,540
New +$333K 0.09% 170
2023
Q4
Sell
-2,539
Closed -$292K 198
2023
Q3
$292K Buy
+2,539
New +$292K 0.1% 155