SWM
Selective Wealth 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 | $508K | Sell |
3,666
-69
| -2% | -$9.57K | 0.19% | 58 |
|
|
2025
Q1 | $478K | Sell |
3,735
-36
| -1% | -$4.61K | 0.21% | 57 |
|
|
2024
Q4 | $494K | Buy |
3,771
+1
| +0% | +$131 | 0.2% | 59 |
|
|
2024
Q3 | $527K | Sell |
3,770
-98
| -3% | -$13.7K | 0.22% | 57 |
|
|
2024
Q2 | $488K | Sell |
3,868
-198
| -5% | -$25K | 0.22% | 61 |
|
|
2024
Q1 | $520K | Sell |
4,066
-32
| -0.8% | -$4.09K | 0.23% | 60 |
|
|
2023
Q4 | $508K | Buy |
4,098
+2
| +0% | +$248 | 0.26% | 46 |
|
|
2023
Q3 | $464K | Sell |
4,096
-711
| -15% | -$80.5K | 0.25% | 45 |
|
|
2023
Q2 | $582K | Buy |
+4,807
| New | +$582K | 0.29% | 43 |
|
|
2022
Q4 | $669K | Buy |
5,282
+2,056
| +64% | +$260K | 0.35% | 43 |
|
|
2022
Q3 | $360K | Buy |
3,226
+659
| +26% | +$73.5K | 0.15% | 82 |
|
|
2022
Q2 | $305K | Buy |
2,567
+855
| +50% | +$102K | 0.11% | 107 |
|
|
2022
Q1 | $219K | Buy |
1,712
+1,412
| +471% | +$181K | 0.08% | 123 |
|
|
2021
Q4 | $39K | Sell |
300
-500
| -63% | -$65K | 0.02% | 314 |
|
|
2021
Q3 | $94K | Buy |
+800
| New | +$94K | 0.05% | 193 |
|
|
2021
Q1 | – | Sell |
-131
| Closed | -$14K | – | 425 |
|
|
2020
Q4 | $14K | Buy |
+131
| New | +$14K | 0.01% | 212 |
|
|
2019
Q4 | – | Sell |
-297
| Closed | -$30K | – | 343 |
|
|
2019
Q3 | $30K | Buy |
+297
| New | +$30K | 0.04% | 98 |
|