LRI Investments’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 | $508K | Hold |
3,743
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $508K | Hold |
3,743
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $494K | Hold |
3,743
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $524K | Hold |
3,743
| – | – | 0.05% | 144 |
|
|
2024
Q2 | $476K | Hold |
3,743
| – | – | 0.05% | 117 |
|
|
2024
Q1 | $491K | Buy |
+3,743
| New | +$491K | 0.12% | 76 |
|