MAM
MWA Asset 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 | $759K | Buy |
5,594
+53
| +1% | +$7.19K | 0.46% | 60 |
|
|
2025
Q1 | $752K | Buy |
5,541
+16
| +0.3% | +$2.17K | 0.52% | 62 |
|
|
2024
Q4 | $730K | Sell |
5,525
-261
| -5% | -$34.5K | 0.49% | 61 |
|
|
2024
Q3 | $822K | Sell |
5,786
-15
| -0.3% | -$2.13K | 0.55% | 58 |
|
|
2024
Q2 | $738K | Sell |
5,801
-49
| -0.8% | -$6.23K | 0.53% | 61 |
|
|
2024
Q1 | $768K | Buy |
5,850
+66
| +1% | +$8.66K | 0.56% | 61 |
|
|
2023
Q4 | $723K | Buy |
5,784
+353
| +6% | +$44.1K | 0.6% | 57 |
|
|
2023
Q3 | $625K | Buy |
+5,431
| New | +$625K | 0.6% | 58 |
|