Romano Brothers & Co’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 | $310K | Hold |
2,285
| – | – | 0.04% | 267 |
|
|
2025
Q1 | $310K | Hold |
2,285
| – | – | 0.04% | 262 |
|
|
2024
Q4 | $302K | Hold |
2,285
| – | – | 0.04% | 261 |
|
|
2024
Q3 | $325K | Hold |
2,285
| – | – | 0.04% | 256 |
|
|
2024
Q2 | $291K | Hold |
2,285
| – | – | 0.04% | 256 |
|
|
2024
Q1 | $300K | Hold |
2,285
| – | – | 0.04% | 256 |
|
|
2023
Q4 | $286K | Sell |
2,285
-160
| -7% | -$20K | 0.04% | 256 |
|
|
2023
Q3 | $281K | Hold |
2,445
| – | – | 0.04% | 257 |
|
|
2023
Q2 | $300K | Sell |
2,445
-50
| -2% | -$6.13K | 0.04% | 257 |
|
|
2023
Q1 | $309K | Hold |
2,495
| – | – | 0.05% | 251 |
|
|
2022
Q4 | $312K | Sell |
2,495
-70
| -3% | -$8.76K | 0.05% | 250 |
|
|
2022
Q3 | $286K | Buy |
+2,565
| New | +$286K | 0.05% | 254 |
|