MGB 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 | $93.9K | Buy |
693
+248
| +56% | +$33.6K | 0.03% | 242 |
|
|
2025
Q1 | $60.4K | Hold |
445
| – | – | 0.02% | 248 |
|
|
2024
Q4 | $58.8K | Hold |
445
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $63.2K | Hold |
445
| – | – | 0.02% | 229 |
|
|
2024
Q2 | $58K | Hold |
445
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $58.4K | Hold |
445
| – | – | 0.02% | 222 |
|
|
2023
Q4 | $55.6K | Buy |
+445
| New | +$55.6K | 0.03% | 218 |
|