Sard Wealth Management Group’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 | $12.7M | Buy |
93,275
+2,092
| +2% | +$284K | 7.8% | 5 |
|
|
2025
Q1 | $12.4M | Buy |
91,183
+2,198
| +2% | +$298K | 8.29% | 5 |
|
|
2024
Q4 | $11.8M | Sell |
88,985
-1,004
| -1% | -$133K | 7.89% | 5 |
|
|
2024
Q3 | $12.8M | Sell |
89,989
-480
| -0.5% | -$68.2K | 8.45% | 5 |
|
|
2024
Q2 | $11.5M | Sell |
90,469
-8,201
| -8% | -$1.04M | 8.08% | 5 |
|
|
2024
Q1 | $12.9M | Buy |
98,670
+523
| +0.5% | +$68.6K | 11.7% | 2 |
|
|
2023
Q4 | $12.3M | Buy |
+98,147
| New | +$12.3M | 12.38% | 2 |
|