Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
26,968
+482
| +2% | +$65.4K | 0.15% | 136 |
|
|
2025
Q1 | $3.59M | Buy |
26,486
+15,624
| +144% | +$2.12M | 0.17% | 113 |
|
|
2024
Q4 | $1.43M | Buy |
10,862
+426
| +4% | +$56.3K | 0.07% | 205 |
|
|
2024
Q3 | $1.48M | Buy |
10,436
+89
| +0.9% | +$12.6K | 0.08% | 191 |
|
|
2024
Q2 | $1.32M | Buy |
10,347
+9,346
| +934% | +$1.19M | 0.09% | 176 |
|
|
2024
Q1 | $131K | Hold |
1,001
| – | – | 0.01% | 492 |
|
|
2023
Q4 | $125K | Sell |
1,001
-573
| -36% | -$71.6K | 0.01% | 443 |
|
|
2023
Q3 | $181K | Buy |
1,574
+308
| +24% | +$35.4K | 0.02% | 343 |
|
|
2023
Q2 | $155K | Hold |
1,266
| – | – | 0.02% | 356 |
|
|
2023
Q1 | $157K | Buy |
1,266
+265
| +26% | +$32.8K | 0.02% | 352 |
|
|
2022
Q4 | $125K | Hold |
1,001
| – | – | 0.02% | 375 |
|
|
2022
Q3 | $112K | Hold |
1,001
| – | – | 0.02% | 346 |
|
|
2022
Q2 | $119K | Hold |
1,001
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $128K | Buy |
1,001
+520
| +108% | +$66.5K | 0.02% | 242 |
|
|
2021
Q4 | $62K | Hold |
481
| – | – | 0.01% | 345 |
|
|
2021
Q3 | $57K | Hold |
481
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $59K | Hold |
481
| – | – | 0.01% | 252 |
|
|
2021
Q1 | $57K | Hold |
481
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $51K | Hold |
481
| – | – | 0.02% | 216 |
|
|
2020
Q3 | $44K | Hold |
481
| – | – | 0.02% | 219 |
|
|
2020
Q2 | $44K | Hold |
481
| – | – | 0.02% | 199 |
|
|
2020
Q1 | $38K | Hold |
481
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $52K | Buy |
481
+152
| +46% | +$16.4K | 0.03% | 152 |
|
|
2019
Q3 | $34K | Buy |
329
+129
| +65% | +$13.3K | 0.02% | 177 |
|
|
2019
Q2 | $20K | Buy |
+200
| New | +$20K | 0.01% | 185 |
|