Plante Moran Financial Advisors’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 | $475K | Buy |
3,501
+220
| +7% | +$29.9K | 0.03% | 89 |
|
|
2025
Q1 | $445K | Hold |
3,281
| – | – | 0.04% | 90 |
|
|
2024
Q4 | $433K | Hold |
3,281
| – | – | 0.04% | 96 |
|
|
2024
Q3 | $466K | Hold |
3,281
| – | – | 0.04% | 86 |
|
|
2024
Q2 | $417K | Sell |
3,281
-146
| -4% | -$18.6K | 0.04% | 91 |
|
|
2024
Q1 | $450K | Buy |
3,427
+146
| +4% | +$19.2K | 0.05% | 89 |
|
|
2023
Q4 | $410K | Sell |
3,281
-338
| -9% | -$42.2K | 0.04% | 96 |
|
|
2023
Q3 | $416K | Buy |
3,619
+25
| +0.7% | +$2.88K | 0.05% | 89 |
|
|
2023
Q2 | $441K | Sell |
3,594
-443
| -11% | -$54.3K | 0.05% | 87 |
|
|
2023
Q1 | $499K | Buy |
4,037
+613
| +18% | +$75.8K | 0.07% | 83 |
|
|
2022
Q4 | $428K | Buy |
3,424
+2
| +0.1% | +$250 | 0.06% | 90 |
|
|
2022
Q3 | $382K | Buy |
3,422
+1
| +0% | +$112 | 0.07% | 89 |
|
|
2022
Q2 | $406K | Buy |
3,421
+2
| +0.1% | +$237 | 0.07% | 89 |
|
|
2022
Q1 | $438K | Sell |
3,419
-61
| -2% | -$7.82K | 0.08% | 95 |
|
|
2021
Q4 | $449K | Buy |
3,480
+64
| +2% | +$8.26K | 0.07% | 95 |
|
|
2021
Q3 | $402K | Buy |
3,416
+313
| +10% | +$36.8K | 0.09% | 110 |
|
|
2021
Q2 | $379K | Sell |
3,103
-3,323
| -52% | -$406K | 0.09% | 104 |
|
|
2021
Q1 | $758K | Sell |
6,426
-1,731
| -21% | -$204K | 0.21% | 57 |
|
|
2020
Q4 | $864K | Buy |
8,157
+191
| +2% | +$20.2K | 0.27% | 48 |
|
|
2020
Q3 | $736K | Buy |
7,966
+2
| +0% | +$185 | 0.26% | 52 |
|
|
2020
Q2 | $726K | Sell |
7,964
-4,407
| -36% | -$402K | 0.29% | 48 |
|
|
2020
Q1 | $988K | Sell |
12,371
-1,840
| -13% | -$147K | 0.45% | 34 |
|
|
2019
Q4 | $1.53M | Sell |
14,211
-174
| -1% | -$18.7K | 0.53% | 22 |
|
|
2019
Q3 | $1.48M | Buy |
14,385
+1
| +0% | +$103 | 0.43% | 29 |
|
|
2019
Q2 | $1.45M | Sell |
14,384
-1,374
| -9% | -$139K | 0.45% | 32 |
|
|
2019
Q1 | $1.57M | Buy |
15,758
+430
| +3% | +$42.8K | 0.48% | 28 |
|
|
2018
Q4 | $1.37M | Buy |
15,328
+1,030
| +7% | +$92.2K | 0.48% | 30 |
|
|
2018
Q3 | $1.4M | Sell |
14,298
-688
| -5% | -$67.4K | 0.46% | 27 |
|
|
2018
Q2 | $1.39M | Buy |
14,986
+1
| +0% | +$93 | 0.7% | 25 |
|
|
2018
Q1 | $1.37M | Sell |
14,985
-236
| -2% | -$21.5K | 0.74% | 25 |
|
|
2017
Q4 | $1.44M | Sell |
15,221
-1,643
| -10% | -$155K | 0.8% | 22 |
|
|
2017
Q3 | $1.54M | Sell |
16,864
-1,255
| -7% | -$115K | 0.92% | 20 |
|
|
2017
Q2 | $1.61M | Sell |
18,119
-41
| -0.2% | -$3.65K | 1.01% | 18 |
|
|
2017
Q1 | $1.6M | Sell |
18,160
-2,269
| -11% | -$200K | 0.96% | 17 |
|
|
2016
Q4 | $1.75M | Buy |
20,429
+2,347
| +13% | +$201K | 1.09% | 17 |
|
|
2016
Q3 | $1.53M | Buy |
18,082
+91
| +0.5% | +$7.68K | 1.03% | 17 |
|
|
2016
Q2 | $1.51M | Buy |
17,991
+5,917
| +49% | +$497K | 1.09% | 17 |
|
|
2016
Q1 | $965K | Buy |
12,074
+3
| +0% | +$240 | 0.74% | 29 |
|
|
2015
Q4 | $888K | Buy |
12,071
+33
| +0.3% | +$2.43K | 0.67% | 32 |
|
|
2015
Q3 | $869K | Buy |
12,038
+16
| +0.1% | +$1.16K | 0.68% | 33 |
|
|
2015
Q2 | $916K | Buy |
12,022
+4,770
| +66% | +$363K | 0.65% | 37 |
|
|
2015
Q1 | $567K | Buy |
7,252
+631
| +10% | +$49.3K | 0.4% | 58 |
|
|
2014
Q4 | $522K | Sell |
6,621
-420
| -6% | -$33.1K | 0.38% | 56 |
|
|
2014
Q3 | $528K | Sell |
7,041
-2,166
| -24% | -$162K | 0.46% | 47 |
|
|
2014
Q2 | $705K | Buy |
9,207
+62
| +0.7% | +$4.75K | 0.63% | 37 |
|
|
2014
Q1 | $673K | Buy |
9,145
+30
| +0.3% | +$2.21K | 0.73% | 32 |
|
|
2013
Q4 | $662K | Hold |
9,115
| – | – | 0.37% | 39 |
|
|
2013
Q3 | $628K | Sell |
9,115
-620
| -6% | -$42.7K | 0.38% | 37 |
|
|
2013
Q2 | $645K | Buy |
+9,735
| New | +$645K | 0.48% | 31 |
|