PVAMC
PPS&V Asset Management Consultants’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
8,573
| – | – | 0.73% | 14 |
|
|
2025
Q1 | $1.16M | Hold |
8,573
| – | – | 0.84% | 13 |
|
|
2024
Q4 | $1.13M | Buy |
8,573
+295
| +4% | +$39K | 0.77% | 14 |
|
|
2024
Q3 | $1.18M | Hold |
8,278
| – | – | 0.81% | 14 |
|
|
2024
Q2 | $1.05M | Sell |
8,278
-3,893
| -32% | -$495K | 0.75% | 15 |
|
|
2024
Q1 | $1.6M | Buy |
12,171
+19
| +0.2% | +$2.49K | 1.18% | 12 |
|
|
2023
Q4 | $1.52M | Sell |
12,152
-213
| -2% | -$26.6K | 1.16% | 13 |
|
|
2023
Q3 | $1.42M | Buy |
12,365
+97
| +0.8% | +$11.2K | 1.23% | 13 |
|
|
2023
Q2 | $1.5M | Buy |
12,268
+27
| +0.2% | +$3.31K | 1.22% | 12 |
|
|
2023
Q1 | $1.51M | Buy |
12,241
+24
| +0.2% | +$2.97K | 1.3% | 12 |
|
|
2022
Q4 | $1.53M | Buy |
+12,217
| New | +$1.53M | 1.46% | 12 |
|