Marcum Wealth’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
Q1 | $306K | Sell |
2,254
-106
| -4% | -$14.4K | 0.03% | 276 |
|
|
2024
Q4 | $312K | Buy |
2,360
+41
| +2% | +$5.42K | 0.03% | 275 |
|
|
2024
Q3 | $329K | Sell |
2,319
-31
| -1% | -$4.4K | 0.03% | 266 |
|
|
2024
Q2 | $299K | Sell |
2,350
-114
| -5% | -$14.5K | 0.03% | 277 |
|
|
2024
Q1 | $323K | Buy |
2,464
+148
| +6% | +$19.4K | 0.03% | 258 |
|
|
2023
Q4 | $289K | Sell |
2,316
-132
| -5% | -$16.5K | 0.03% | 262 |
|
|
2023
Q3 | $282K | Sell |
2,448
-262
| -10% | -$30.1K | 0.03% | 256 |
|
|
2023
Q2 | $332K | Sell |
2,710
-199
| -7% | -$24.4K | 0.04% | 228 |
|
|
2023
Q1 | $360K | Sell |
2,909
-1,573
| -35% | -$195K | 0.04% | 220 |
|
|
2022
Q4 | $561K | Buy |
4,482
+1,449
| +48% | +$181K | 0.07% | 155 |
|
|
2022
Q3 | $338K | Sell |
3,033
-206
| -6% | -$23K | 0.05% | 217 |
|
|
2022
Q2 | $384K | Buy |
3,239
+315
| +11% | +$37.3K | 0.06% | 196 |
|
|
2022
Q1 | $375K | Buy |
2,924
+108
| +4% | +$13.9K | 0.05% | 209 |
|
|
2021
Q4 | $364K | Sell |
2,816
-58
| -2% | -$7.5K | 0.05% | 215 |
|
|
2021
Q3 | $338K | Buy |
2,874
+188
| +7% | +$22.1K | 0.05% | 217 |
|
|
2021
Q2 | $328K | Buy |
2,686
+220
| +9% | +$26.9K | 0.05% | 210 |
|
|
2021
Q1 | $291K | Buy |
+2,466
| New | +$291K | 0.05% | 226 |
|
|
2020
Q3 | – | Sell |
-2,328
| Closed | -$212K | – | 128 |
|
|
2020
Q2 | $212K | Buy |
+2,328
| New | +$212K | 0.07% | 107 |
|