Liberty One Investment 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 | $2.47M | Buy |
18,179
+130
| +0.7% | +$17.6K | 0.25% | 73 |
|
|
2025
Q1 | $2.45M | Sell |
18,049
-200
| -1% | -$27.1K | 0.25% | 72 |
|
|
2024
Q4 | $2.41M | Buy |
18,249
+330
| +2% | +$43.6K | 0.26% | 73 |
|
|
2024
Q3 | $2.55M | Sell |
17,919
-77
| -0.4% | -$10.9K | 0.26% | 73 |
|
|
2024
Q2 | $2.29M | Sell |
17,996
-65
| -0.4% | -$8.27K | 0.26% | 74 |
|
|
2024
Q1 | $2.37M | Sell |
18,061
-488
| -3% | -$64K | 0.27% | 73 |
|
|
2023
Q4 | $2.32M | Sell |
18,549
-456
| -2% | -$57K | 0.29% | 71 |
|
|
2023
Q3 | $2.19M | Sell |
19,005
-500
| -3% | -$57.5K | 0.32% | 62 |
|
|
2023
Q2 | $2.39M | Sell |
19,505
-17
| -0.1% | -$2.08K | 0.31% | 64 |
|
|
2023
Q1 | $2.42M | Sell |
19,522
-209
| -1% | -$25.9K | 0.33% | 53 |
|
|
2022
Q4 | $2.47M | Sell |
19,731
-228
| -1% | -$28.5K | 0.35% | 41 |
|
|
2022
Q3 | $2.23M | Sell |
19,959
-1,038
| -5% | -$116K | 0.37% | 38 |
|
|
2022
Q2 | $2.57M | Buy |
20,997
+549
| +3% | +$67.1K | 0.44% | 36 |
|
|
2022
Q1 | $2.62M | Sell |
20,448
-179
| -0.9% | -$22.9K | 0.4% | 38 |
|
|
2021
Q4 | $2.66M | Sell |
20,627
-12
| -0.1% | -$1.55K | 0.4% | 39 |
|
|
2021
Q3 | $2.43M | Sell |
20,639
-358
| -2% | -$42.1K | 0.41% | 37 |
|
|
2021
Q2 | $2.57M | Sell |
20,997
-535
| -2% | -$65.4K | 0.43% | 36 |
|
|
2021
Q1 | $2.54M | Sell |
21,532
-822
| -4% | -$97K | 0.45% | 33 |
|
|
2020
Q4 | $2.37M | Sell |
22,354
-940
| -4% | -$99.6K | 0.45% | 34 |
|
|
2020
Q3 | $2.15M | Buy |
23,294
+263
| +1% | +$24.3K | 0.44% | 35 |
|
|
2020
Q2 | $2.1M | Sell |
23,031
-40
| -0.2% | -$3.65K | 0.47% | 35 |
|
|
2020
Q1 | $1.84M | Buy |
23,071
+512
| +2% | +$40.9K | 0.47% | 35 |
|
|
2019
Q4 | $2.43M | Buy |
+22,559
| New | +$2.43M | 0.53% | 34 |
|