Secure Asset Management’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
3,132
+1
| +0% | +$136 | 0.08% | 204 |
|
|
2025
Q1 | $425K | Sell |
3,131
-115
| -4% | -$15.6K | 0.09% | 189 |
|
|
2024
Q4 | $429K | Buy |
3,246
+124
| +4% | +$16.4K | 0.07% | 214 |
|
|
2024
Q3 | $443K | Buy |
3,122
+1
| +0% | +$142 | 0.07% | 196 |
|
|
2024
Q2 | $397K | Buy |
3,121
+176
| +6% | +$22.4K | 0.08% | 185 |
|
|
2024
Q1 | $386K | Buy |
2,945
+1
| +0% | +$131 | 0.09% | 147 |
|
|
2023
Q4 | $368K | Buy |
2,944
+2
| +0.1% | +$250 | 0.1% | 151 |
|
|
2023
Q3 | $338K | Buy |
2,942
+285
| +11% | +$32.8K | 0.1% | 148 |
|
|
2023
Q2 | $326K | Buy |
2,657
+7
| +0.3% | +$858 | 0.1% | 140 |
|
|
2023
Q1 | $328K | Hold |
2,650
| – | – | 0.11% | 141 |
|
|
2022
Q4 | $332K | Hold |
2,650
| – | – | 0.12% | 139 |
|
|
2022
Q3 | $295K | Hold |
2,650
| – | – | 0.17% | 107 |
|
|
2022
Q2 | $315K | Hold |
2,650
| – | – | 0.17% | 113 |
|
|
2022
Q1 | $339K | Buy |
+2,650
| New | +$339K | 0.15% | 129 |
|