Ritholtz Wealth Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Ritholtz Wealth Management’s Portfolio SDY Stock Details SDY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$731K	Buy	5,388 +473	+10%	+$64.2K	0.02%	528
2025 Q1	$667K	Sell	4,915 -803	-14%	-$109K	0.02%	508
2024 Q4	$755K	Buy	5,718 +505	+10%	+$66.7K	0.02%	450
2024 Q3	$741K	Hold	5,213	–	–	0.02%	449
2024 Q2	$663K	Sell	5,213 -25	-0.5%	-$3.18K	0.02%	446
2024 Q1	$687K	Buy	5,238 +225	+4%	+$29.5K	0.02%	456
2023 Q4	$627K	Sell	5,013 -462	-8%	-$57.7K	0.02%	440
2023 Q3	$630K	Buy	5,475 +487	+10%	+$56K	0.03%	402
2023 Q2	$611K	Buy	4,988 +1	+0%	+$123	0.03%	386
2023 Q1	$617K	Hold	4,987	–	–	0.03%	357
2022 Q4	$624K	Hold	4,987	–	–	0.03%	325
2022 Q3	$556K	Sell	4,987 -20	-0.4%	-$2.23K	0.03%	373
2022 Q2	$594K	Buy	5,007 +1	+0%	+$119	0.04%	279
2022 Q1	$641K	Sell	5,006 -10	-0.2%	-$1.28K	0.04%	261
2021 Q4	$648K	Hold	5,016	–	–	0.04%	241
2021 Q3	$590K	Sell	5,016 -50	-1%	-$5.88K	0.04%	240
2021 Q2	$619K	Sell	5,066 -147	-3%	-$18K	0.04%	213
2021 Q1	$615K	Sell	5,213 -257	-5%	-$30.3K	0.05%	178
2020 Q4	$579K	Sell	5,470 -310	-5%	-$32.8K	0.06%	145
2020 Q3	$534K	Sell	5,780 -47	-0.8%	-$4.34K	0.06%	124
2020 Q2	$531K	Buy	5,827 +1	+0%	+$91	0.07%	110
2020 Q1	$465K	Sell	5,826 -83	-1%	-$6.63K	0.07%	79
2019 Q4	$636K	Sell	5,909 -4	-0.1%	-$431	0.09%	72
2019 Q3	$607K	Sell	5,913 -76	-1%	-$7.8K	0.1%	67
2019 Q2	$604K	Buy	5,989 +16	+0.3%	+$1.61K	0.1%	65
2019 Q1	$594K	Hold	5,973	–	–	0.11%	68
2018 Q4	$535K	Hold	5,973	–	–	0.12%	59
2018 Q3	$585K	Sell	5,973 -17	-0.3%	-$1.67K	0.15%	52
2018 Q2	$555K	Sell	5,990 -107	-2%	-$9.91K	0.15%	54
2018 Q1	$556K	Sell	6,097 -10	-0.2%	-$912	0.16%	53
2017 Q4	$577K	Buy	6,107 +200	+3%	+$18.9K	0.17%	63
2017 Q3	$539K	Buy	5,907 +912	+18%	+$83.2K	0.2%	38
2017 Q2	$444K	Buy	+4,995	New	+$444K	0.19%	42
2016 Q4	$427K	Buy	+4,995	New	+$427K	0.22%	46