Pinnacle Financial Group’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 | $459K | Sell |
3,380
-125
| -4% | -$17K | 0.15% | 59 |
|
2025
Q1 | $476K | Hold |
3,505
| – | – | 0.17% | 56 |
|
2024
Q4 | $463K | Buy |
3,505
+125
| +4% | +$16.5K | 0.18% | 52 |
|
2024
Q3 | $480K | Hold |
3,380
| – | – | 0.19% | 47 |
|
2024
Q2 | $430K | Hold |
3,380
| – | – | 0.18% | 50 |
|
2024
Q1 | $444K | Hold |
3,380
| – | – | 0.19% | 45 |
|
2023
Q4 | $422K | Hold |
3,380
| – | – | 0.22% | 46 |
|
2023
Q3 | $389K | Hold |
3,380
| – | – | 0.23% | 45 |
|
2023
Q2 | $414K | Hold |
3,380
| – | – | 0.24% | 44 |
|
2023
Q1 | $418K | Hold |
3,380
| – | – | 0.25% | 43 |
|
2022
Q4 | $423K | Hold |
3,380
| – | – | 0.3% | 40 |
|
2022
Q3 | $377K | Buy |
+3,380
| New | +$377K | 0.33% | 39 |
|