Matrix Private Capital Group’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $494K | Hold |
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|
2024
Q3 | $531K | Hold |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $471K | Buy |
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|
2023
Q4 | $436K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $579K | Hold |
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|
2022
Q1 | $625K | Hold |
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|
2021
Q4 | $630K | Hold |
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|
2021
Q3 | $574K | Hold |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $636K | Sell |
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|
2020
Q3 | $906K | Hold |
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|
2020
Q2 | $894K | Buy |
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|
2020
Q1 | $771K | Buy |
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|
2019
Q4 | $974K | Buy |
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