Seamount Financial 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 | $1.2M | Buy |
8,837
+940
| +12% | +$128K | 0.62% | 41 |
|
|
2025
Q1 | $1.07M | Sell |
7,897
-50
| -0.6% | -$6.78K | 0.73% | 37 |
|
|
2024
Q4 | $1.05M | Buy |
7,947
+590
| +8% | +$77.9K | 0.73% | 35 |
|
|
2024
Q3 | $1.04M | Buy |
7,357
+308
| +4% | +$43.7K | 0.79% | 32 |
|
|
2024
Q2 | $896K | Buy |
7,049
+179
| +3% | +$22.8K | 0.73% | 34 |
|
|
2024
Q1 | $902K | Buy |
6,870
+200
| +3% | +$26.2K | 0.79% | 33 |
|
|
2023
Q4 | $834K | Buy |
+6,670
| New | +$834K | 0.8% | 33 |
|