NFP Retirement Inc’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 | $9.05M | Buy |
66,655
+49,203
| +282% | +$6.68M | 0.6% | 39 |
|
|
2025
Q1 | $2.37M | Sell |
17,452
-5,829
| -25% | -$791K | 0.19% | 64 |
|
|
2024
Q4 | $3.08M | Sell |
23,281
-2,381
| -9% | -$315K | 0.24% | 60 |
|
|
2024
Q3 | $3.65M | Sell |
25,662
-27
| -0.1% | -$3.84K | 0.3% | 52 |
|
|
2024
Q2 | $3.27M | Sell |
25,689
-703
| -3% | -$89.4K | 0.27% | 55 |
|
|
2024
Q1 | $3.46M | Sell |
26,392
-265
| -1% | -$34.8K | 0.3% | 53 |
|
|
2023
Q4 | $3.33M | Sell |
26,657
-1,773
| -6% | -$222K | 0.56% | 40 |
|
|
2023
Q3 | $3.27M | Sell |
28,430
-916
| -3% | -$105K | 0.62% | 37 |
|
|
2023
Q2 | $3.6M | Sell |
29,346
-124
| -0.4% | -$15.2K | 0.67% | 38 |
|
|
2023
Q1 | $3.65M | Buy |
29,470
+4,635
| +19% | +$573K | 0.73% | 35 |
|
|
2022
Q4 | $3.11M | Sell |
24,835
-1,153
| -4% | -$144K | 0.68% | 36 |
|
|
2022
Q3 | $2.9M | Buy |
25,988
+6
| +0% | +$669 | 0.71% | 41 |
|
|
2022
Q2 | $3.08M | Buy |
25,982
+104
| +0.4% | +$12.3K | 0.78% | 37 |
|
|
2022
Q1 | $3.32M | Buy |
25,878
+4,899
| +23% | +$628K | 0.78% | 36 |
|
|
2021
Q4 | $2.71M | Sell |
20,979
-661
| -3% | -$85.3K | 0.97% | 25 |
|
|
2021
Q3 | $2.54M | Buy |
21,640
+1,684
| +8% | +$198K | 1.04% | 22 |
|
|
2021
Q2 | $2.44M | Sell |
19,956
-384
| -2% | -$47K | 0.94% | 25 |
|
|
2021
Q1 | $2.4M | Sell |
20,340
-700
| -3% | -$82.6K | 1.04% | 27 |
|
|
2020
Q4 | $2.23M | Buy |
21,040
+428
| +2% | +$45.3K | 1.38% | 19 |
|
|
2020
Q3 | $1.9M | Buy |
20,612
+161
| +0.8% | +$14.9K | 1.26% | 21 |
|
|
2020
Q2 | $1.87M | Buy |
20,451
+1,336
| +7% | +$122K | 1.36% | 18 |
|
|
2020
Q1 | $1.53M | Sell |
19,115
-312
| -2% | -$24.9K | 1.49% | 15 |
|
|
2019
Q4 | $2.09M | Buy |
+19,427
| New | +$2.09M | 1.94% | 15 |
|