SSWG
Seven Springs Wealth Group’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 | $1.11M | Hold |
8,192
| – | – | 0.28% | 35 |
|
|
2025
Q1 | $1.11M | Hold |
8,192
| – | – | 0.4% | 31 |
|
|
2024
Q4 | $1.08M | Hold |
8,192
| – | – | 0.4% | 32 |
|
|
2024
Q3 | $1.16M | Hold |
8,192
| – | – | 0.42% | 29 |
|
|
2024
Q2 | $1.04M | Hold |
8,192
| – | – | 0.41% | 31 |
|
|
2024
Q1 | $1.08M | Hold |
8,192
| – | – | 0.41% | 29 |
|
|
2023
Q4 | $1.02M | Hold |
8,192
| – | – | 0.46% | 27 |
|
|
2023
Q3 | $942K | Hold |
8,192
| – | – | 0.45% | 28 |
|
|
2023
Q2 | $1M | Hold |
8,192
| – | – | 0.48% | 26 |
|
|
2023
Q1 | $1.01M | Hold |
8,192
| – | – | 0.5% | 25 |
|
|
2022
Q4 | $1.02M | Hold |
8,192
| – | – | 0.49% | 26 |
|
|
2022
Q3 | $913K | Hold |
8,192
| – | – | 0.5% | 26 |
|
|
2022
Q2 | $972K | Hold |
8,192
| – | – | 0.49% | 24 |
|
|
2022
Q1 | $1.05M | Hold |
8,192
| – | – | 0.5% | 25 |
|
|
2021
Q4 | $1.06M | Hold |
8,192
| – | – | 0.48% | 24 |
|
|
2021
Q3 | $963K | Hold |
8,192
| – | – | 0.47% | 25 |
|
|
2021
Q2 | $1M | Hold |
8,192
| – | – | 0.43% | 26 |
|
|
2021
Q1 | $967K | Hold |
8,192
| – | – | 0.46% | 22 |
|
|
2020
Q4 | $868K | Hold |
8,192
| – | – | 0.45% | 23 |
|
|
2020
Q3 | $757K | Hold |
8,192
| – | – | 0.48% | 21 |
|
|
2020
Q2 | $747K | Hold |
8,192
| – | – | 0.48% | 20 |
|
|
2020
Q1 | $654K | Hold |
8,192
| – | – | 0.46% | 20 |
|
|
2019
Q4 | $881K | Buy |
+8,192
| New | +$881K | 0.6% | 17 |
|