MSH Capital Advisors’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 | $10.8M | Buy |
79,205
+4,894
| +7% | +$664K | 3.1% | 1 |
|
|
2025
Q1 | $10.1M | Buy |
74,311
+5,981
| +9% | +$812K | 3.12% | 1 |
|
|
2024
Q4 | $9.03M | Buy |
68,330
+5,667
| +9% | +$749K | 2.84% | 2 |
|
|
2024
Q3 | $8.9M | Buy |
62,663
+5,072
| +9% | +$720K | 2.72% | 2 |
|
|
2024
Q2 | $7.32M | Buy |
57,591
+4,220
| +8% | +$537K | 2.45% | 5 |
|
|
2024
Q1 | $7M | Buy |
53,371
+9,712
| +22% | +$1.27M | 2.46% | 4 |
|
|
2023
Q4 | $5.46M | Buy |
43,659
+11,848
| +37% | +$1.48M | 2.04% | 7 |
|
|
2023
Q3 | $3.66M | Buy |
31,811
+2,741
| +9% | +$315K | 1.44% | 14 |
|
|
2023
Q2 | $3.56M | Buy |
29,070
+985
| +4% | +$121K | 1.31% | 16 |
|
|
2023
Q1 | $3.47M | Buy |
28,085
+2,560
| +10% | +$317K | 1.48% | 12 |
|
|
2022
Q4 | $3.19M | Sell |
25,525
-3,294
| -11% | -$412K | 1.44% | 12 |
|
|
2022
Q3 | $3.21M | Buy |
28,819
+1,933
| +7% | +$216K | 1.58% | 11 |
|
|
2022
Q2 | $3.19M | Buy |
26,886
+6,863
| +34% | +$815K | 1.48% | 12 |
|
|
2022
Q1 | $2.57M | Buy |
20,023
+2,011
| +11% | +$258K | 1.06% | 22 |
|
|
2021
Q4 | $2.33M | Buy |
+18,012
| New | +$2.33M | 1.04% | 26 |
|