MAG
M3 Advisory Group’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 | $492K | Buy |
3,624
+9
| +0.2% | +$1.22K | 0.34% | 60 |
|
2025
Q1 | $491K | Sell |
3,615
-19
| -0.5% | -$2.58K | 0.39% | 55 |
|
2024
Q4 | $480K | Sell |
3,634
-19
| -0.5% | -$2.51K | 0.34% | 65 |
|
2024
Q3 | $519K | Buy |
3,653
+76
| +2% | +$10.8K | 0.38% | 60 |
|
2024
Q2 | $455K | Buy |
3,577
+134
| +4% | +$17K | 0.37% | 63 |
|
2024
Q1 | $452K | Buy |
3,443
+218
| +7% | +$28.6K | 0.41% | 54 |
|
2023
Q4 | $403K | Buy |
+3,225
| New | +$403K | 0.47% | 49 |
|