Resonant Capital 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 | $232K | Hold |
1,711
| – | – | 0.01% | 381 |
|
|
2025
Q1 | $232K | Hold |
1,711
| – | – | 0.02% | 336 |
|
|
2024
Q4 | $226K | Buy |
+1,711
| New | +$226K | 0.02% | 325 |
|
|
2024
Q3 | – | Sell |
-1,711
| Closed | -$218K | – | 365 |
|
|
2024
Q2 | $218K | Sell |
1,711
-39
| -2% | -$4.96K | 0.02% | 318 |
|
|
2024
Q1 | $230K | Hold |
1,750
| – | – | 0.02% | 310 |
|
|
2023
Q4 | $219K | Hold |
1,750
| – | – | 0.02% | 271 |
|
|
2023
Q3 | $201K | Hold |
1,750
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $215K | Hold |
1,750
| – | – | 0.02% | 254 |
|
|
2023
Q1 | $216K | Hold |
1,750
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $219K | Buy |
+1,750
| New | +$219K | 0.03% | 246 |
|
|
2022
Q3 | – | Sell |
-1,750
| Closed | -$208K | – | 243 |
|
|
2022
Q2 | $208K | Hold |
1,750
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $227K | Hold |
1,750
| – | – | 0.03% | 206 |
|
|
2021
Q4 | $226K | Hold |
1,750
| – | – | 0.03% | 194 |
|
|
2021
Q3 | $206K | Sell |
1,750
-180
| -9% | -$21.2K | 0.04% | 186 |
|
|
2021
Q2 | $236K | Hold |
1,930
| – | – | 0.05% | 163 |
|
|
2021
Q1 | $228K | Sell |
1,930
-1,155
| -37% | -$136K | 0.05% | 165 |
|
|
2020
Q4 | $327K | Hold |
3,085
| – | – | 0.08% | 143 |
|
|
2020
Q3 | $285K | Sell |
3,085
-85
| -3% | -$7.85K | 0.08% | 133 |
|
|
2020
Q2 | $289K | Sell |
3,170
-315
| -9% | -$28.7K | 0.08% | 148 |
|
|
2020
Q1 | $278K | Hold |
3,485
| – | – | 0.1% | 160 |
|
|
2019
Q4 | $375K | Buy |
+3,485
| New | +$375K | 0.12% | 159 |
|