Lewis Asset Management’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 | $3.79M | Buy |
27,933
+3,115
| +13% | +$423K | 1.78% | 10 |
|
|
2025
Q1 | $3.37M | Sell |
24,818
-1,236
| -5% | -$168K | 2.78% | 7 |
|
|
2024
Q4 | $3.44M | Sell |
26,054
-1,299
| -5% | -$172K | 2.63% | 6 |
|
|
2024
Q3 | $3.89M | Sell |
27,353
-743
| -3% | -$106K | 2.83% | 6 |
|
|
2024
Q2 | $3.57M | Sell |
28,096
-165
| -0.6% | -$21K | 2.73% | 6 |
|
|
2024
Q1 | $3.71M | Sell |
28,261
-1,082
| -4% | -$142K | 3.06% | 6 |
|
|
2023
Q4 | $3.67M | Buy |
+29,343
| New | +$3.67M | 3.37% | 6 |
|