PDS Planning’s SPDR S&P Dividend ETF SDY Stock Holding History

PDS Planning’s Portfolio SDY Stock Details SDY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.09M	Sell	15,407 -808	-5%	-$110K	0.16%	67
2025 Q1	$2.2M	Sell	16,215 -307	-2%	-$41.7K	0.19%	63
2024 Q4	$2.18M	Sell	16,522 -259	-2%	-$34.2K	0.19%	61
2024 Q3	$2.38M	Sell	16,781 -182	-1%	-$25.9K	0.21%	59
2024 Q2	$2.16M	Buy	16,963 +137	+0.8%	+$17.4K	0.22%	58
2024 Q1	$2.21M	Sell	16,826 -63	-0.4%	-$8.27K	0.23%	55
2023 Q4	$2.11M	Buy	16,889 +97	+0.6%	+$12.1K	0.24%	53
2023 Q3	$1.93M	Sell	16,792 -7	-0%	-$805	0.25%	51
2023 Q2	$2.06M	Buy	16,799 +36	+0.2%	+$4.41K	0.26%	50
2023 Q1	$2.07M	Sell	16,763 -44	-0.3%	-$5.44K	0.29%	48
2022 Q4	$2.1M	Sell	16,807 -439	-3%	-$54.9K	0.34%	42
2022 Q3	$1.92M	Sell	17,246 -2,144	-11%	-$239K	0.35%	41
2022 Q2	$2.3M	Buy	19,390 +60	+0.3%	+$7.12K	0.42%	43
2022 Q1	$2.48M	Sell	19,330 -710	-4%	-$90.9K	0.44%	40
2021 Q4	$2.59M	Sell	20,040 -1,480	-7%	-$191K	0.5%	38
2021 Q3	$2.53M	Sell	21,520 -1,202	-5%	-$141K	0.58%	38
2021 Q2	$2.78M	Sell	22,722 -112	-0.5%	-$13.7K	0.68%	37
2021 Q1	$2.7M	Sell	22,834 -977	-4%	-$115K	0.78%	36
2020 Q4	$2.52M	Buy	23,811 +252	+1%	+$26.7K	0.87%	35
2020 Q3	$2.18M	Sell	23,559 -96	-0.4%	-$8.87K	0.89%	35
2020 Q2	$2.16M	Sell	23,655 -1,736	-7%	-$158K	0.98%	34
2020 Q1	$2.03M	Sell	25,391 -2,003	-7%	-$160K	1.29%	24
2019 Q4	$2.95M	Sell	27,394 -24	-0.1%	-$2.58K	1.86%	18
2019 Q3	$2.81M	Buy	27,418 +990	+4%	+$102K	1.95%	16
2019 Q2	$2.67M	Sell	26,428 -915	-3%	-$92.3K	1.98%	15
2019 Q1	$2.72M	Sell	27,343 -2,205	-7%	-$219K	2.11%	13
2018 Q4	$2.65M	Sell	29,548 -1,380	-4%	-$124K	2.27%	14
2018 Q3	$3.03M	Buy	30,928 +740	+2%	+$72.5K	2.59%	12
2018 Q2	$2.8M	Sell	30,188 -192	-0.6%	-$17.8K	2.76%	11
2018 Q1	$2.77M	Sell	30,380 -752	-2%	-$68.6K	2.8%	11
2017 Q4	$2.94M	Buy	+31,132	New	+$2.94M	2.98%	10