SDAM
Shulman DeMeo 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 | $5.96M | Sell |
43,896
-81
| -0.2% | -$11K | 1.48% | 7 |
|
|
2025
Q1 | $5.97M | Sell |
43,977
-281
| -0.6% | -$38.1K | 1.68% | 6 |
|
|
2024
Q4 | $5.85M | Sell |
44,258
-2,230
| -5% | -$295K | 1.58% | 6 |
|
|
2024
Q3 | $6.6M | Sell |
46,488
-92
| -0.2% | -$13.1K | 1.62% | 7 |
|
|
2024
Q2 | $5.92M | Sell |
46,580
-407
| -0.9% | -$51.8K | 1.55% | 7 |
|
|
2024
Q1 | $6.17M | Sell |
46,987
-883
| -2% | -$116K | 1.63% | 7 |
|
|
2023
Q4 | $5.98M | Sell |
47,870
-256
| -0.5% | -$32K | 1.7% | 7 |
|
|
2023
Q3 | $5.53M | Sell |
48,126
-196
| -0.4% | -$22.5K | 1.85% | 6 |
|
|
2023
Q2 | $5.92M | Sell |
48,322
-395
| -0.8% | -$48.4K | 1.77% | 7 |
|
|
2023
Q1 | $6.03M | Sell |
48,717
-2,585
| -5% | -$320K | 1.89% | 7 |
|
|
2022
Q4 | $6.42M | Sell |
51,302
-162
| -0.3% | -$20.3K | 2.13% | 7 |
|
|
2022
Q3 | $5.74M | Sell |
51,464
-227
| -0.4% | -$25.3K | 2.04% | 7 |
|
|
2022
Q2 | $6.14M | Sell |
51,691
-3,874
| -7% | -$460K | 2.03% | 7 |
|
|
2022
Q1 | $7.12M | Buy |
55,565
+1,083
| +2% | +$139K | 1.97% | 7 |
|
|
2021
Q4 | $7.04M | Buy |
+54,482
| New | +$7.04M | 1.83% | 7 |
|
|
2021
Q3 | – | Sell |
-54,139
| Closed | -$6.62M | – | 122 |
|
|
2021
Q2 | $6.62M | Sell |
54,139
-188
| -0.3% | -$23K | 2.57% | 3 |
|
|
2021
Q1 | $6.41M | Sell |
54,327
-1,464
| -3% | -$173K | 1.75% | 9 |
|
|
2020
Q4 | $5.91M | Sell |
55,791
-1,292
| -2% | -$137K | 1.69% | 10 |
|
|
2020
Q3 | $5.28M | Buy |
57,083
+1,155
| +2% | +$107K | 1.76% | 11 |
|
|
2020
Q2 | $5.1M | Buy |
55,928
+460
| +0.8% | +$42K | 1.97% | 9 |
|
|
2020
Q1 | $4.43M | Sell |
55,468
-1,698
| -3% | -$136K | 2.06% | 9 |
|
|
2019
Q4 | $6.15M | Buy |
57,166
+1,263
| +2% | +$136K | 2.13% | 7 |
|
|
2019
Q3 | $5.74M | Buy |
55,903
+2,572
| +5% | +$264K | 1.92% | 9 |
|
|
2019
Q2 | $5.38M | Buy |
53,331
+329
| +0.6% | +$33.2K | 1.98% | 7 |
|
|
2019
Q1 | $5.27M | Buy |
53,002
+1,347
| +3% | +$134K | 2.01% | 7 |
|
|
2018
Q4 | $4.62M | Buy |
+51,655
| New | +$4.62M | 2.55% | 3 |
|