Sanibel Captiva Trust Company’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 | $1.46M | Sell |
10,729
-1,171
| -10% | -$159K | 0.04% | 193 |
|
|
2025
Q1 | $1.61M | Sell |
11,900
-26
| -0.2% | -$3.53K | 0.05% | 181 |
|
|
2024
Q4 | $1.58M | Buy |
11,926
+910
| +8% | +$120K | 0.05% | 183 |
|
|
2024
Q3 | $1.56M | Buy |
11,016
+2,845
| +35% | +$404K | 0.05% | 184 |
|
|
2024
Q2 | $1.04M | Hold |
8,171
| – | – | 0.04% | 205 |
|
|
2024
Q1 | $1.07M | Buy |
8,171
+3,800
| +87% | +$499K | 0.04% | 197 |
|
|
2023
Q4 | $546K | Buy |
+4,371
| New | +$546K | 0.02% | 239 |
|