Nadler Financial Group’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 | $466K | Sell |
3,434
-244
| -7% | -$33.1K | 0.05% | 76 |
|
|
2025
Q1 | $499K | Buy |
3,678
+58
| +2% | +$7.87K | 0.06% | 73 |
|
|
2024
Q4 | $478K | Buy |
3,620
+3
| +0.1% | +$396 | 0.05% | 72 |
|
|
2024
Q3 | $514K | Sell |
3,617
-48
| -1% | -$6.82K | 0.06% | 68 |
|
|
2024
Q2 | $466K | Buy |
3,665
+286
| +8% | +$36.4K | 0.05% | 68 |
|
|
2024
Q1 | $443K | Sell |
3,379
-188
| -5% | -$24.7K | 0.05% | 69 |
|
|
2023
Q4 | $446K | Sell |
3,567
-772
| -18% | -$96.5K | 0.06% | 64 |
|
|
2023
Q3 | $499K | Sell |
4,339
-2,087
| -32% | -$240K | 0.08% | 57 |
|
|
2023
Q2 | $788K | Buy |
6,426
+14
| +0.2% | +$1.72K | 0.12% | 51 |
|
|
2023
Q1 | $793K | Sell |
6,412
-28
| -0.4% | -$3.46K | 0.13% | 51 |
|
|
2022
Q4 | $806K | Buy |
6,440
+14
| +0.2% | +$1.75K | 0.14% | 49 |
|
|
2022
Q3 | $717K | Buy |
6,426
+413
| +7% | +$46.1K | 0.14% | 49 |
|
|
2022
Q2 | $714K | Sell |
6,013
-123
| -2% | -$14.6K | 0.13% | 49 |
|
|
2022
Q1 | $786K | Sell |
6,136
-8
| -0.1% | -$1.03K | 0.12% | 51 |
|
|
2021
Q4 | $793K | Buy |
6,144
+15
| +0.2% | +$1.94K | 0.12% | 55 |
|
|
2021
Q3 | $721K | Sell |
6,129
-2
| -0% | -$235 | 0.12% | 59 |
|
|
2021
Q2 | $750K | Sell |
6,131
-23
| -0.4% | -$2.81K | 0.12% | 58 |
|
|
2021
Q1 | $726K | Buy |
6,154
+13
| +0.2% | +$1.53K | 0.13% | 56 |
|
|
2020
Q4 | $650K | Sell |
6,141
-247
| -4% | -$26.1K | 0.12% | 59 |
|
|
2020
Q3 | $590K | Buy |
6,388
+339
| +6% | +$31.3K | 0.13% | 55 |
|
|
2020
Q2 | $552K | Buy |
6,049
+1,519
| +34% | +$139K | 0.14% | 52 |
|
|
2020
Q1 | $362K | Sell |
4,530
-797
| -15% | -$63.7K | 0.11% | 56 |
|
|
2019
Q4 | $573K | Buy |
5,327
+197
| +4% | +$21.2K | 0.14% | 49 |
|
|
2019
Q3 | $526K | Buy |
5,130
+10
| +0.2% | +$1.03K | 0.15% | 47 |
|
|
2019
Q2 | $517K | Hold |
5,120
| – | – | 0.15% | 51 |
|
|
2019
Q1 | $509K | Buy |
5,120
+295
| +6% | +$29.3K | 0.16% | 51 |
|
|
2018
Q4 | $432K | Sell |
4,825
-349
| -7% | -$31.2K | 0.14% | 52 |
|
|
2018
Q3 | $507K | Sell |
5,174
-2,043
| -28% | -$200K | 0.14% | 51 |
|
|
2018
Q2 | $669K | Sell |
7,217
-400
| -5% | -$37.1K | 0.19% | 45 |
|
|
2018
Q1 | $695K | Sell |
7,617
-826
| -10% | -$75.4K | 0.21% | 39 |
|
|
2017
Q4 | $798K | Sell |
8,443
-710
| -8% | -$67.1K | 0.24% | 39 |
|
|
2017
Q3 | $836K | Sell |
9,153
-1,650
| -15% | -$151K | 0.28% | 34 |
|
|
2017
Q2 | $960K | Sell |
10,803
-2,280
| -17% | -$203K | 0.33% | 33 |
|
|
2017
Q1 | $1.15M | Sell |
13,083
-1,361
| -9% | -$120K | 0.4% | 27 |
|
|
2016
Q4 | $1.24M | Sell |
14,444
-421
| -3% | -$36K | 0.46% | 24 |
|
|
2016
Q3 | $1.25M | Sell |
14,865
-133
| -0.9% | -$11.2K | 0.49% | 21 |
|
|
2016
Q2 | $1.26M | Sell |
14,998
-698
| -4% | -$58.6K | 0.53% | 20 |
|
|
2016
Q1 | $1.26M | Sell |
15,696
-3,109
| -17% | -$249K | 0.55% | 19 |
|
|
2015
Q4 | $1.38M | Sell |
18,805
-1,195
| -6% | -$87.9K | 0.62% | 19 |
|
|
2015
Q3 | $1.44M | Sell |
20,000
-1,827
| -8% | -$132K | 0.72% | 18 |
|
|
2015
Q2 | $1.66M | Sell |
21,827
-10,753
| -33% | -$819K | 0.79% | 17 |
|
|
2015
Q1 | $2.55M | Buy |
32,580
+2,457
| +8% | +$192K | 1.23% | 12 |
|
|
2014
Q4 | $2.37M | Sell |
30,123
-1,360
| -4% | -$107K | 1.23% | 12 |
|
|
2014
Q3 | $2.36M | Buy |
31,483
+4
| +0% | +$300 | 1.41% | 11 |
|
|
2014
Q2 | $2.41M | Sell |
31,479
-5,998
| -16% | -$459K | 1.52% | 10 |
|
|
2014
Q1 | $2.76M | Sell |
37,477
-2,203
| -6% | -$162K | 1.84% | 10 |
|
|
2013
Q4 | $2.88M | Sell |
39,680
-163
| -0.4% | -$11.8K | 1.87% | 10 |
|
|
2013
Q3 | $2.75M | Buy |
39,843
+1,127
| +3% | +$77.7K | 2% | 11 |
|
|
2013
Q2 | $2.57M | Buy |
+38,716
| New | +$2.57M | 1.81% | 12 |
|