Narus Financial Partners’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 | $299K | Hold |
2,200
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $298K | Hold |
2,200
| – | – | 0.1% | 113 |
|
|
2024
Q4 | $291K | Hold |
2,200
| – | – | 0.1% | 118 |
|
|
2024
Q3 | $312K | Hold |
2,200
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $280K | Hold |
2,200
| – | – | 0.11% | 114 |
|
|
2024
Q1 | $289K | Hold |
2,200
| – | – | 0.12% | 114 |
|
|
2023
Q4 | $275K | Hold |
2,200
| – | – | 0.13% | 108 |
|
|
2023
Q3 | $253K | Hold |
2,200
| – | – | 0.13% | 102 |
|
|
2023
Q2 | $270K | Hold |
2,200
| – | – | 0.14% | 97 |
|
|
2023
Q1 | $272K | Hold |
2,200
| – | – | 0.15% | 90 |
|
|
2022
Q4 | $275K | Hold |
2,200
| – | – | 0.16% | 90 |
|
|
2022
Q3 | $245K | Hold |
2,200
| – | – | 0.16% | 91 |
|
|
2022
Q2 | $261K | Hold |
2,200
| – | – | 0.17% | 84 |
|
|
2022
Q1 | $282K | Buy |
+2,200
| New | +$282K | 0.16% | 89 |
|
|
2021
Q1 | $260K | Buy |
+2,200
| New | +$260K | 0.15% | 82 |
|
|
2019
Q4 | $237K | Hold |
2,200
| – | – | 0.17% | 68 |
|
|
2019
Q3 | $226K | Hold |
2,200
| – | – | 0.17% | 66 |
|
|
2019
Q2 | $222K | Buy |
+2,200
| New | +$222K | 0.17% | 66 |
|
|
2017
Q3 | $201K | Buy |
+2,200
| New | +$201K | 0.18% | 78 |
|
|
2017
Q2 | – | Sell |
-2,300
| Closed | -$203K | – | 78 |
|
|
2017
Q1 | $203K | Buy |
+2,300
| New | +$203K | 0.2% | 71 |
|