MTM Investment 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 | $305K | Hold |
2,250
| – | – | 0.1% | 165 |
|
|
2025
Q1 | $305K | Hold |
2,250
| – | – | 0.12% | 158 |
|
|
2024
Q4 | $297K | Hold |
2,250
| – | – | 0.11% | 154 |
|
|
2024
Q3 | $317K | Hold |
2,250
| – | – | 0.12% | 146 |
|
|
2024
Q2 | $286K | Hold |
2,250
| – | – | 0.12% | 150 |
|
|
2024
Q1 | $295K | Hold |
2,250
| – | – | 0.12% | 153 |
|
|
2023
Q4 | $281K | Hold |
2,250
| – | – | 0.13% | 147 |
|
|
2023
Q3 | $259K | Hold |
2,250
| – | – | 0.13% | 140 |
|
|
2023
Q2 | $276K | Hold |
2,250
| – | – | 0.13% | 143 |
|
|
2023
Q1 | $278K | Hold |
2,250
| – | – | 0.14% | 142 |
|
|
2022
Q4 | $281K | Sell |
2,250
-151
| -6% | -$18.9K | 0.15% | 139 |
|
|
2022
Q3 | $268K | Buy |
2,401
+1
| +0% | +$112 | 0.15% | 137 |
|
|
2022
Q2 | $289K | Sell |
2,400
-124
| -5% | -$14.9K | 0.16% | 135 |
|
|
2022
Q1 | $323K | Buy |
2,524
+126
| +5% | +$16.1K | 0.16% | 130 |
|
|
2021
Q4 | $310K | Buy |
2,398
+1
| +0% | +$129 | 0.15% | 131 |
|
|
2021
Q3 | $282K | Buy |
2,397
+1
| +0% | +$118 | 0.15% | 124 |
|
|
2021
Q2 | $293K | Buy |
2,396
+1
| +0% | +$122 | 0.15% | 122 |
|
|
2021
Q1 | $283K | Sell |
2,395
-199
| -8% | -$23.5K | 0.16% | 121 |
|
|
2020
Q4 | $275K | Buy |
+2,594
| New | +$275K | 0.17% | 117 |
|