Legacy Financial Group (Iowa)’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Sell |
286,592
-81,756
| -22% | -$11.1M | 5.43% | 4 |
|
|
2025
Q1 | $50M | Sell |
368,348
-9,020
| -2% | -$1.22M | 7.69% | 3 |
|
|
2024
Q4 | $49.9M | Buy |
377,368
+3,088
| +0.8% | +$408K | 8.07% | 3 |
|
|
2024
Q3 | $53.2M | Buy |
374,280
+2,901
| +0.8% | +$412K | 10.23% | 2 |
|
|
2024
Q2 | $47.2M | Sell |
371,379
-22,215
| -6% | -$2.83M | 9.29% | 2 |
|
|
2024
Q1 | $51.7M | Buy |
393,594
+370,094
| +1,575% | +$48.6M | 10.46% | 2 |
|
|
2023
Q4 | $2.94M | Sell |
23,500
-377,201
| -94% | -$47.1M | 13.32% | 1 |
|
|
2023
Q3 | $46.1M | Buy |
400,701
+8,203
| +2% | +$943K | 10.84% | 1 |
|
|
2023
Q2 | $48.1M | Sell |
392,498
-84,597
| -18% | -$10.4M | 12.4% | 1 |
|
|
2023
Q1 | $59M | Buy |
477,095
+20,517
| +4% | +$2.54M | 16.16% | 1 |
|
|
2022
Q4 | $57.1M | Buy |
456,578
+62,586
| +16% | +$7.83M | 17.11% | 1 |
|
|
2022
Q3 | $43.9M | Buy |
393,992
+16,438
| +4% | +$1.83M | 14.67% | 1 |
|
|
2022
Q2 | $44.8M | Buy |
377,554
+4,263
| +1% | +$506K | 14.14% | 1 |
|
|
2022
Q1 | $47.8M | Buy |
373,291
+103,687
| +38% | +$13.3M | 14.02% | 1 |
|
|
2021
Q4 | $35.1M | Sell |
269,604
-86,863
| -24% | -$11.3M | 15.1% | 2 |
|
|
2021
Q3 | $41.9M | Buy |
356,467
+12,165
| +4% | +$1.43M | 12.53% | 2 |
|
|
2021
Q2 | $42.1M | Buy |
344,302
+54,824
| +19% | +$6.7M | 12.72% | 2 |
|
|
2021
Q1 | $34.2M | Buy |
289,478
+102,467
| +55% | +$12.1M | 11.87% | 2 |
|
|
2020
Q4 | $19.8M | Buy |
+187,011
| New | +$19.8M | 7.62% | 4 |
|