Marion Wealth 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 | $202K | Buy |
1,488
+6
| +0.4% | +$814 | 0.05% | 130 |
|
|
2025
Q1 | $201K | Sell |
1,482
-131
| -8% | -$17.8K | 0.05% | 127 |
|
|
2024
Q4 | $213K | Buy |
1,613
+6
| +0.4% | +$793 | 0.06% | 124 |
|
|
2024
Q3 | $228K | Sell |
1,607
-99
| -6% | -$14.1K | 0.06% | 119 |
|
|
2024
Q2 | $217K | Buy |
1,706
+6
| +0.4% | +$763 | 0.06% | 117 |
|
|
2024
Q1 | $223K | Sell |
1,700
-76
| -4% | -$9.98K | 0.07% | 118 |
|
|
2023
Q4 | $222K | Sell |
1,776
-3,360
| -65% | -$420K | 0.07% | 111 |
|
|
2023
Q3 | $591K | Buy |
5,136
+6
| +0.1% | +$690 | 0.21% | 79 |
|
|
2023
Q2 | $629K | Buy |
5,130
+22
| +0.4% | +$2.7K | 0.22% | 73 |
|
|
2023
Q1 | $632K | Buy |
5,108
+68
| +1% | +$8.41K | 0.24% | 74 |
|
|
2022
Q4 | $630K | Sell |
5,040
-1,100
| -18% | -$138K | 0.27% | 71 |
|
|
2022
Q3 | $685K | Sell |
6,140
-254
| -4% | -$28.3K | 0.35% | 60 |
|
|
2022
Q2 | $759K | Sell |
6,394
-1,369
| -18% | -$163K | 0.4% | 54 |
|
|
2022
Q1 | $995K | Sell |
7,763
-72
| -0.9% | -$9.23K | 0.49% | 51 |
|
|
2021
Q4 | $1.01M | Buy |
+7,835
| New | +$1.01M | 0.48% | 50 |
|