Peterson 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
Q1 | $8.22M | Buy |
60,569
+2,504
| +4% | +$340K | 5.53% | 3 |
|
|
2024
Q4 | $7.67M | Buy |
58,065
+4,781
| +9% | +$632K | 4.56% | 5 |
|
|
2024
Q3 | $7.57M | Sell |
53,284
-15,455
| -22% | -$2.2M | 4.84% | 5 |
|
|
2024
Q2 | $8.74M | Buy |
68,739
+16,421
| +31% | +$2.09M | 5.4% | 4 |
|
|
2024
Q1 | $6.87M | Sell |
52,318
-10,586
| -17% | -$1.39M | 4.96% | 4 |
|
|
2023
Q4 | $7.86M | Sell |
62,904
-16,004
| -20% | -$2M | 7.08% | 4 |
|
|
2023
Q3 | $9.08M | Buy |
78,908
+1,412
| +2% | +$162K | 7.47% | 4 |
|
|
2023
Q2 | $9.5M | Buy |
77,496
+11,141
| +17% | +$1.37M | 7.52% | 4 |
|
|
2023
Q1 | $8.21M | Sell |
66,355
-712
| -1% | -$88.1K | 7.86% | 1 |
|
|
2022
Q4 | $8.39M | Sell |
67,067
-25,176
| -27% | -$3.15M | 8.55% | 1 |
|
|
2022
Q3 | $10.3M | Buy |
92,243
+26,160
| +40% | +$2.92M | 9.59% | 1 |
|
|
2022
Q2 | $7.84M | Sell |
66,083
-7,275
| -10% | -$863K | 10.14% | 1 |
|
|
2022
Q1 | $9.4M | Buy |
73,358
+21,612
| +42% | +$2.77M | 6.3% | 1 |
|
|
2021
Q4 | $6.68M | Buy |
51,746
+2,933
| +6% | +$379K | 4.46% | 5 |
|
|
2021
Q3 | $5.74M | Buy |
48,813
+1,573
| +3% | +$185K | 4.45% | 5 |
|
|
2021
Q2 | $5.78M | Buy |
47,240
+251
| +0.5% | +$30.7K | 4.51% | 5 |
|
|
2021
Q1 | $5.55M | Buy |
46,989
+270
| +0.6% | +$31.9K | 4.71% | 8 |
|
|
2020
Q4 | $4.95M | Buy |
46,719
+1,068
| +2% | +$113K | 4.02% | 10 |
|
|
2020
Q3 | $4.22M | Buy |
45,651
+10,824
| +31% | +$1M | 3.74% | 10 |
|
|
2020
Q2 | $3.18M | Buy |
34,827
+4,011
| +13% | +$366K | 3.16% | 13 |
|
|
2020
Q1 | $2.46M | Sell |
30,816
-5,260
| -15% | -$420K | 3% | 14 |
|
|
2019
Q4 | $3.87M | Buy |
+36,076
| New | +$3.87M | 3.52% | 11 |
|