Northwestern Mutual Wealth 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 | $13.2M | Buy |
96,993
+4,336
| +5% | +$589K | 0.01% | 464 |
|
|
2025
Q1 | $12.6M | Buy |
92,657
+512
| +0.6% | +$69.5K | 0.01% | 438 |
|
|
2024
Q4 | $12.2M | Sell |
92,145
-874
| -0.9% | -$115K | 0.01% | 419 |
|
|
2024
Q3 | $13.2M | Sell |
93,019
-4,378
| -4% | -$622K | 0.01% | 391 |
|
|
2024
Q2 | $12.4M | Buy |
97,397
+2,705
| +3% | +$344K | 0.01% | 375 |
|
|
2024
Q1 | $12.4M | Buy |
94,692
+3,387
| +4% | +$445K | 0.01% | 375 |
|
|
2023
Q4 | $11.4M | Sell |
91,305
-1,885
| -2% | -$236K | 0.01% | 371 |
|
|
2023
Q3 | $10.7M | Buy |
93,190
+5,267
| +6% | +$606K | 0.01% | 359 |
|
|
2023
Q2 | $10.8M | Buy |
87,923
+2,798
| +3% | +$343K | 0.01% | 353 |
|
|
2023
Q1 | $10.5M | Sell |
85,125
-8,216
| -9% | -$1.02M | 0.01% | 342 |
|
|
2022
Q4 | $11.7M | Sell |
93,341
-5,644
| -6% | -$706K | 0.02% | 310 |
|
|
2022
Q3 | $11M | Buy |
98,985
+7,146
| +8% | +$797K | 0.02% | 286 |
|
|
2022
Q2 | $10.9M | Buy |
91,839
+3,075
| +3% | +$365K | 0.02% | 281 |
|
|
2022
Q1 | $11.4M | Buy |
88,764
+2,871
| +3% | +$368K | 0.02% | 284 |
|
|
2021
Q4 | $11.1M | Buy |
85,893
+4,071
| +5% | +$526K | 0.02% | 278 |
|
|
2021
Q3 | $9.62M | Buy |
81,822
+7,955
| +11% | +$935K | 0.02% | 276 |
|
|
2021
Q2 | $9.03M | Buy |
73,867
+10,333
| +16% | +$1.26M | 0.02% | 276 |
|
|
2021
Q1 | $7.5M | Buy |
63,534
+3,272
| +5% | +$386K | 0.02% | 270 |
|
|
2020
Q4 | $6.38M | Buy |
60,262
+1,564
| +3% | +$166K | 0.01% | 283 |
|
|
2020
Q3 | $5.42M | Sell |
58,698
-3,839
| -6% | -$355K | 0.01% | 287 |
|
|
2020
Q2 | $5.7M | Sell |
62,537
-7,739
| -11% | -$706K | 0.02% | 253 |
|
|
2020
Q1 | $5.61M | Buy |
70,276
+4,325
| +7% | +$345K | 0.02% | 239 |
|
|
2019
Q4 | $7.09M | Sell |
65,951
-680
| -1% | -$73.1K | 0.02% | 232 |
|
|
2019
Q3 | $6.84M | Buy |
66,631
+1,546
| +2% | +$159K | 0.03% | 229 |
|
|
2019
Q2 | $6.57M | Buy |
65,085
+743
| +1% | +$75K | 0.03% | 222 |
|
|
2019
Q1 | $6.4M | Buy |
64,342
+3,753
| +6% | +$373K | 0.03% | 224 |
|
|
2018
Q4 | $5.42M | Sell |
60,589
-176
| -0.3% | -$15.8K | 0.03% | 228 |
|
|
2018
Q3 | $5.95M | Buy |
60,765
+11,524
| +23% | +$1.13M | 0.03% | 212 |
|
|
2018
Q2 | $4.57M | Buy |
49,241
+4,641
| +10% | +$430K | 0.03% | 222 |
|
|
2018
Q1 | $4.07M | Buy |
44,600
+4,353
| +11% | +$397K | 0.02% | 220 |
|
|
2017
Q4 | $3.8M | Buy |
40,247
+2,061
| +5% | +$195K | 0.02% | 219 |
|
|
2017
Q3 | $3.49M | Buy |
38,186
+8,556
| +29% | +$781K | 0.02% | 220 |
|
|
2017
Q2 | $2.63M | Buy |
29,630
+11,242
| +61% | +$999K | 0.02% | 238 |
|
|
2017
Q1 | $1.62M | Buy |
18,388
+322
| +2% | +$28.4K | 0.01% | 266 |
|
|
2016
Q4 | $1.55M | Buy |
+18,066
| New | +$1.55M | 0.02% | 277 |
|
|
2016
Q3 | – | Sell |
-7,148
| Closed | -$599K | – | 1289 |
|
|
2016
Q2 | $599K | Sell |
7,148
-4,566
| -39% | -$383K | 0.01% | 372 |
|
|
2016
Q1 | $936K | Buy |
11,714
+758
| +7% | +$60.6K | 0.02% | 293 |
|
|
2015
Q4 | $806K | Buy |
10,956
+1,120
| +11% | +$82.4K | 0.02% | 289 |
|
|
2015
Q3 | $710K | Buy |
9,836
+4,202
| +75% | +$303K | 0.02% | 295 |
|
|
2015
Q2 | $429K | Sell |
5,634
-2,081
| -27% | -$158K | 0.01% | 346 |
|
|
2015
Q1 | $603K | Buy |
7,715
+6,037
| +360% | +$472K | 0.02% | 292 |
|
|
2014
Q4 | $132K | Sell |
1,678
-703
| -30% | -$55.3K | ﹤0.01% | 477 |
|
|
2014
Q3 | $178K | Buy |
2,381
+1,582
| +198% | +$118K | 0.01% | 422 |
|
|
2014
Q2 | $61K | Sell |
799
-436
| -35% | -$33.3K | ﹤0.01% | 571 |
|
|
2014
Q1 | $91K | Buy |
1,235
+395
| +47% | +$29.1K | ﹤0.01% | 508 |
|
|
2013
Q4 | $61K | Sell |
840
-379
| -31% | -$27.5K | ﹤0.01% | 567 |
|
|
2013
Q3 | $84K | Sell |
1,219
-731
| -37% | -$50.4K | ﹤0.01% | 490 |
|
|
2013
Q2 | $129K | Buy |
+1,950
| New | +$129K | 0.01% | 403 |
|