Meridian Financial’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
$3.57M Buy
26,277
+1,627
+7% +$221K 2.31% 10
2025
Q1
$3.34M Buy
24,650
+653
+3% +$88.6K 2.35% 10
2024
Q4
$3.17M Buy
23,997
+291
+1% +$38.4K 2.19% 11
2024
Q3
$3.37M Buy
23,706
+1,032
+5% +$147K 2.25% 10
2024
Q2
$2.88M Buy
22,674
+2,112
+10% +$269K 2.09% 12
2024
Q1
$2.7M Buy
20,562
+1,775
+9% +$233K 2.01% 12
2023
Q4
$2.35M Buy
18,787
+1,277
+7% +$160K 1.85% 13
2023
Q3
$2.01M Buy
17,510
+1,600
+10% +$184K 1.88% 13
2023
Q2
$1.95M Buy
15,910
+818
+5% +$100K 1.76% 14
2023
Q1
$1.87M Buy
15,092
+2,062
+16% +$255K 1.81% 13
2022
Q4
$1.63M Buy
13,030
+86
+0.7% +$10.8K 1.72% 13
2022
Q3
$1.44M Buy
12,944
+708
+6% +$78.9K 1.68% 13
2022
Q2
$1.45M Sell
12,236
-1
-0% -$119 1.63% 16
2022
Q1
$1.57M Buy
12,237
+10
+0.1% +$1.28K 1.63% 15
2021
Q4
$1.58M Buy
+12,227
New +$1.58M 1.47% 17