MC
McCarthy & Cox’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 | $361K | Sell |
2,656
-17
| -0.6% | -$2.31K | 0.09% | 47 |
|
|
2025
Q1 | $363K | Buy |
2,673
+147
| +6% | +$19.9K | 0.16% | 42 |
|
|
2024
Q4 | $334K | Buy |
2,526
+1
| +0% | +$132 | 0.12% | 43 |
|
|
2024
Q3 | $359K | Buy |
+2,525
| New | +$359K | 0.14% | 40 |
|
|
2024
Q2 | – | Sell |
-1,564
| Closed | -$205K | – | 54 |
|
|
2024
Q1 | $205K | Buy |
+1,564
| New | +$205K | 0.08% | 49 |
|