Principal Securities’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
$1.87M Buy
13,795
+78
+0.6% +$10.6K 0.04% 435
2025
Q1
$1.81M Hold
13,717
0.04% 392
2024
Q4
$1.81M Sell
13,717
-29
-0.2% -$3.83K 0.04% 389
2024
Q3
$1.95M Sell
13,746
-333
-2% -$47.3K 0.05% 356
2024
Q2
$1.79M Sell
14,079
-254
-2% -$32.3K 0.05% 325
2024
Q1
$1.88M Sell
14,333
-2,036
-12% -$267K 0.06% 287
2023
Q4
$2.05M Buy
+16,369
New +$2.05M 0.08% 244