Rise 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 | $8.88K | Buy |
+65
| New | +$8.88K | ﹤0.01% | 1044 |
|
|
2023
Q4 | – | Sell |
-350
| Closed | -$40.3K | – | 682 |
|
|
2023
Q3 | $40.3K | Buy |
350
+2
| +0.6% | +$230 | 0.03% | 156 |
|
|
2023
Q2 | $42.7K | Buy |
348
+2
| +0.6% | +$245 | 0.03% | 162 |
|
|
2023
Q1 | $42.8K | Buy |
346
+2
| +0.6% | +$247 | 0.03% | 166 |
|
|
2022
Q4 | $43K | Buy |
344
+3
| +0.9% | +$375 | 0.03% | 165 |
|
|
2022
Q3 | $38K | Buy |
341
+2
| +0.6% | +$223 | 0.03% | 179 |
|
|
2022
Q2 | $40K | Buy |
339
+2
| +0.6% | +$236 | 0.04% | 161 |
|
|
2022
Q1 | $43K | Buy |
337
+2
| +0.6% | +$255 | 0.04% | 162 |
|
|
2021
Q4 | $43.2K | Buy |
+335
| New | +$43.2K | 0.04% | 163 |
|