Quaker 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
Q2
$246K Buy
+1,811
New +$246K 0.08% 57
2025
Q1
Hold
0
689
2024
Q3
$257K Buy
+1,811
New +$257K 0.09% 48
2024
Q1
$238K Hold
1,811
0.1% 47
2023
Q4
$226K Hold
1,811
0.1% 48
2023
Q3
$208K Hold
1,811
0.1% 44
2023
Q2
$222K Hold
1,811
0.1% 44
2023
Q1
$224K Hold
1,811
0.1% 42
2022
Q4
$227K Hold
1,811
0.12% 34
2022
Q3
$202K Hold
1,811
0.11% 40
2022
Q2
$215K Hold
1,811
0.11% 41
2022
Q1
$232K Hold
1,811
0.1% 42
2021
Q4
$234K Hold
1,811
0.1% 47
2021
Q3
$213K Buy
+1,811
New +$213K 0.24% 27
2021
Q1
$214K Buy
+1,811
New +$214K 0.1% 52