Lake Street Private Wealth’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 | $835K | Buy |
6,150
+1
| +0% | +$136 | 0.12% | 114 |
|
|
2025
Q1 | $834K | Sell |
6,149
-581
| -9% | -$78.8K | 0.14% | 113 |
|
|
2024
Q4 | $889K | Buy |
6,730
+3
| +0% | +$396 | 0.14% | 109 |
|
|
2024
Q3 | $955K | Sell |
6,727
-844
| -11% | -$120K | 0.15% | 112 |
|
|
2024
Q2 | $963K | Buy |
7,571
+3
| +0% | +$382 | 0.12% | 146 |
|
|
2024
Q1 | $993K | Sell |
7,568
-6
| -0.1% | -$787 | 0.14% | 144 |
|
|
2023
Q4 | $947K | Sell |
7,574
-335
| -4% | -$41.9K | 0.15% | 135 |
|
|
2023
Q3 | $912K | Buy |
7,909
+2
| +0% | +$231 | 0.16% | 129 |
|
|
2023
Q2 | $969K | Buy |
7,907
+142
| +2% | +$17.4K | 0.17% | 131 |
|
|
2023
Q1 | $961K | Sell |
7,765
-40
| -0.5% | -$4.95K | 0.18% | 129 |
|
|
2022
Q4 | $976K | Sell |
7,805
-133
| -2% | -$16.6K | 0.2% | 127 |
|
|
2022
Q3 | $885K | Hold |
7,938
| – | – | 0.2% | 115 |
|
|
2022
Q2 | $942K | Sell |
7,938
-562
| -7% | -$66.7K | 0.2% | 117 |
|
|
2022
Q1 | $1.09M | Buy |
8,500
+500
| +6% | +$64.1K | 0.2% | 120 |
|
|
2021
Q4 | $1.03M | Buy |
8,000
+2,089
| +35% | +$270K | 0.18% | 123 |
|
|
2021
Q3 | $695K | Hold |
5,911
| – | – | 0.17% | 124 |
|
|
2021
Q2 | $727K | Hold |
5,911
| – | – | 0.19% | 120 |
|
|
2021
Q1 | $698K | Hold |
5,911
| – | – | 0.19% | 117 |
|
|
2020
Q4 | $626K | Buy |
+5,911
| New | +$626K | 0.18% | 117 |
|