Lake Street Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $761K | Buy |
5,759
+1
| +0% | +$132 | 0.04% | 258 |
|
|
2024
Q3 | $818K | Buy |
5,758
+2
| +0% | +$284 | 0.04% | 245 |
|
|
2024
Q2 | $732K | Buy |
5,756
+852
| +17% | +$108K | 0.04% | 260 |
|
|
2024
Q1 | $644K | Buy |
4,904
+301
| +7% | +$39.5K | 0.03% | 297 |
|
|
2023
Q4 | $575K | Buy |
+4,603
| New | +$575K | 0.03% | 304 |
|
|
2020
Q2 | – | Sell |
-2,535
| Closed | -$202K | – | 283 |
|
|
2020
Q1 | $202K | Sell |
2,535
-4,813
| -66% | -$384K | 0.03% | 224 |
|
|
2019
Q4 | $790K | Buy |
7,348
+1,446
| +25% | +$155K | 0.08% | 76 |
|
|
2019
Q3 | $606K | Hold |
5,902
| – | – | 0.07% | 85 |
|
|
2019
Q2 | $595K | Hold |
5,902
| – | – | 0.06% | 90 |
|
|
2019
Q1 | $587K | Hold |
5,902
| – | – | 0.06% | 92 |
|
|
2018
Q4 | $528K | Hold |
5,902
| – | – | 0.06% | 88 |
|
|
2018
Q3 | $578K | Hold |
5,902
| – | – | 0.06% | 82 |
|
|
2018
Q2 | $547K | Sell |
5,902
-6,235
| -51% | -$578K | 0.05% | 145 |
|
|
2018
Q1 | $1.11M | Sell |
12,137
-2,000
| -14% | -$182K | 0.12% | 58 |
|
|
2017
Q4 | $1.34M | Buy |
+14,137
| New | +$1.34M | 0.15% | 52 |
|