MSWM
McGlone Suttner Wealth Management’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 | $1.85M | Sell |
13,655
-267
| -2% | -$36.2K | 0.28% | 37 |
|
|
2025
Q1 | $1.89M | Sell |
13,922
-100
| -0.7% | -$13.6K | 0.31% | 34 |
|
|
2024
Q4 | $1.85M | Buy |
14,022
+2,414
| +21% | +$319K | 0.31% | 34 |
|
|
2024
Q3 | $1.65M | Sell |
11,608
-3,068
| -21% | -$436K | 0.34% | 35 |
|
|
2024
Q2 | $1.83M | Hold |
14,676
| – | – | 0.38% | 25 |
|
|
2024
Q1 | $1.93M | Hold |
14,676
| – | – | 0.36% | 25 |
|
|
2023
Q4 | $1.83M | Buy |
14,676
+3
| +0% | +$375 | 0.36% | 25 |
|
|
2023
Q3 | $1.69M | Sell |
14,673
-34
| -0.2% | -$3.91K | 0.39% | 24 |
|
|
2023
Q2 | $1.8M | Hold |
14,707
| – | – | 0.41% | 24 |
|
|
2023
Q1 | $1.82M | Hold |
14,707
| – | – | 0.47% | 22 |
|
|
2022
Q4 | $1.84M | Buy |
+14,707
| New | +$1.84M | 0.58% | 23 |
|