Money Concepts Capital’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 | $505K | Buy |
3,718
+1,113
| +43% | +$151K | 0.03% | 304 |
|
|
2025
Q1 | $353K | Buy |
2,605
+1,030
| +65% | +$140K | 0.03% | 333 |
|
|
2024
Q4 | $208K | Buy |
1,575
+15
| +1% | +$1.98K | 0.02% | 390 |
|
|
2024
Q3 | $222K | Sell |
1,560
-221
| -12% | -$31.4K | 0.02% | 384 |
|
|
2024
Q2 | $226K | Sell |
1,781
-478
| -21% | -$60.8K | 0.02% | 359 |
|
|
2024
Q1 | $297K | Sell |
2,259
-331
| -13% | -$43.5K | 0.03% | 334 |
|
|
2023
Q4 | $324K | Buy |
2,590
+664
| +34% | +$83K | 0.03% | 324 |
|
|
2023
Q3 | $222K | Buy |
1,926
+134
| +7% | +$15.4K | 0.02% | 330 |
|
|
2023
Q2 | $220K | Sell |
1,792
-580,916
| -100% | -$71.3M | 0.02% | 343 |
|
|
2023
Q1 | $20.6M | Buy |
582,708
+552,113
| +1,805% | +$19.5M | 1.15% | 29 |
|
|
2022
Q4 | $3.83M | Buy |
30,595
+8,114
| +36% | +$1.02M | 0.17% | 118 |
|
|
2022
Q3 | $2.51M | Buy |
22,481
+20,200
| +886% | +$2.25M | 0.15% | 132 |
|
|
2022
Q2 | $275K | Sell |
2,281
-9,639
| -81% | -$1.16M | 0.02% | 351 |
|
|
2022
Q1 | $1.53M | Buy |
11,920
+9,121
| +326% | +$1.17M | 0.09% | 234 |
|
|
2021
Q4 | $361K | Buy |
+2,799
| New | +$361K | 0.03% | 363 |
|
|
2021
Q1 | $12.3M | Buy |
104,595
+59,624
| +133% | +$7.04M | 0.99% | 22 |
|
|
2020
Q4 | $4.76M | Buy |
+44,971
| New | +$4.76M | 0.44% | 63 |
|