MidAtlantic Capital Management’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 | $309K | Sell |
2,274
-205
| -8% | -$27.8K | 0.22% | 73 |
|
2025
Q1 | $336K | Hold |
2,479
| – | – | 0.26% | 67 |
|
2024
Q4 | $327K | Hold |
2,479
| – | – | 0.24% | 66 |
|
2024
Q3 | $352K | Hold |
2,479
| – | – | 0.26% | 65 |
|
2024
Q2 | $315K | Hold |
2,479
| – | – | 0.26% | 65 |
|
2024
Q1 | $325K | Hold |
2,479
| – | – | 0.29% | 63 |
|
2023
Q4 | $310K | Buy |
+2,479
| New | +$310K | 0.3% | 62 |
|