Mark Sheptoff Financial Planning’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	$64.5K	Hold	475	–	–	0.03%	163
2025 Q1	$64.4K	Hold	475	–	–	0.04%	151
2024 Q4	$62.7K	Hold	475	–	–	0.03%	159
2024 Q3	$67.5K	Hold	475	–	–	0.04%	151
2024 Q2	$60.4K	Hold	475	–	–	0.03%	165
2024 Q1	$62.3K	Hold	475	–	–	0.03%	159
2023 Q4	$59.4K	Hold	475	–	–	0.04%	148
2023 Q3	$54.6K	Hold	475	–	–	0.04%	142
2023 Q2	$58.2K	Hold	475	–	–	0.03%	152
2023 Q1	$58.8K	Hold	475	–	–	0.03%	144
2022 Q4	$59.4K	Hold	475	–	–	0.03%	139
2022 Q3	$53K	Hold	475	–	–	0.03%	140
2022 Q2	$56K	Hold	475	–	–	0.03%	149
2022 Q1	$61K	Hold	475	–	–	0.03%	162
2021 Q4	$61K	Hold	475	–	–	0.03%	168
2021 Q3	$56K	Hold	475	–	–	0.03%	169
2021 Q2	$58K	Hold	475	–	–	0.03%	172
2021 Q1	$56K	Hold	475	–	–	0.03%	158
2020 Q4	$50K	Hold	475	–	–	0.03%	158
2020 Q3	$44K	Hold	475	–	–	0.03%	151
2020 Q2	$43K	Sell	475 -225	-32%	-$20.4K	0.03%	153
2020 Q1	$56K	Hold	700	–	–	0.04%	131
2019 Q4	$75K	Hold	700	–	–	0.05%	128
2019 Q3	$72K	Hold	700	–	–	0.05%	127
2019 Q2	$71K	Hold	700	–	–	0.05%	136
2019 Q1	$70K	Buy	700 +100	+17%	+$10K	0.05%	132
2018 Q4	$54K	Hold	600	–	–	0.04%	128
2018 Q3	$59K	Hold	600	–	–	0.04%	152
2018 Q2	$56K	Hold	600	–	–	0.04%	149
2018 Q1	$55K	Hold	600	–	–	0.04%	154
2017 Q4	$57K	Hold	600	–	–	0.04%	166
2017 Q3	$55K	Hold	600	–	–	0.04%	170
2017 Q2	$53K	Sell	600 -1	-0.2%	-$88	0.04%	173
2017 Q1	$53K	Buy	601 +1	+0.2%	+$88	0.04%	179
2016 Q4	$51K	Hold	600	–	–	0.04%	177
2016 Q3	$51K	Hold	600	–	–	0.04%	171
2016 Q2	$50K	Hold	600	–	–	0.04%	158
2016 Q1	$48K	Hold	600	–	–	0.04%	156
2015 Q4	$44K	Buy	600 +450	+300%	+$33K	0.04%	176
2015 Q3	$11K	Buy	+150	New	+$11K	0.01%	247