&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
$13.6M Buy
100,343
+37,659
+60% +$5.11M 0.1% 185
2025
Q1
$8.42M Buy
62,684
+3,674
+6% +$493K 0.09% 217
2024
Q4
$7.78M Buy
59,010
+8,790
+18% +$1.16M 0.09% 213
2024
Q3
$7.1M Buy
50,220
+8,063
+19% +$1.14M 0.14% 154
2024
Q2
$5.36M Buy
42,157
+30,158
+251% +$3.84M 0.23% 98
2024
Q1
$1.57M Buy
+11,999
New +$1.57M 0.22% 96