Retirement Investment 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 | $2.21M | Sell |
16,269
-1
| -0% | -$136 | 0.2% | 18 |
|
|
2025
Q1 | $2.21M | Sell |
16,270
-162
| -1% | -$22K | 0.22% | 17 |
|
|
2024
Q4 | $2.17M | Sell |
16,432
-612
| -4% | -$80.8K | 0.23% | 17 |
|
|
2024
Q3 | $2.42M | Sell |
17,044
-235
| -1% | -$33.4K | 0.26% | 16 |
|
|
2024
Q2 | $2.2M | Buy |
+17,279
| New | +$2.2M | 0.27% | 16 |
|
|
2023
Q4 | $2.75M | Sell |
21,980
-20,858
| -49% | -$2.61M | 0.39% | 17 |
|
|
2023
Q3 | $4.93M | Sell |
42,838
-11,307
| -21% | -$1.3M | 0.45% | 16 |
|
|
2023
Q2 | $6.64M | Sell |
54,145
-13,412
| -20% | -$1.64M | 0.8% | 15 |
|
|
2023
Q1 | $8.36M | Buy |
67,557
+6,284
| +10% | +$777K | 1.5% | 11 |
|
|
2022
Q4 | $7.67M | Buy |
+61,273
| New | +$7.67M | 4.96% | 7 |
|