SWMG
Signature Wealth Management 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 | $228K | Hold |
1,680
| – | – | 0.09% | 108 |
|
|
2025
Q1 | $228K | Hold |
1,680
| – | – | 0.09% | 109 |
|
|
2024
Q4 | $222K | Hold |
1,680
| – | – | 0.09% | 102 |
|
|
2024
Q3 | $239K | Hold |
1,680
| – | – | 0.1% | 100 |
|
|
2024
Q2 | $214K | Hold |
1,680
| – | – | 0.09% | 99 |
|
|
2024
Q1 | $213K | Hold |
1,680
| – | – | 0.1% | 99 |
|
|
2023
Q4 | $210K | Buy |
+1,680
| New | +$210K | 0.1% | 99 |
|
|
2023
Q2 | $206K | Hold |
1,684
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $208K | Hold |
1,684
| – | – | 0.1% | 93 |
|
|
2022
Q4 | $211K | Buy |
+1,684
| New | +$211K | 0.1% | 89 |
|
|
2022
Q2 | – | Sell |
-1,684
| Closed | -$216K | – | 95 |
|
|
2022
Q1 | $216K | Hold |
1,684
| – | – | 0.1% | 83 |
|
|
2021
Q4 | $217K | Buy |
+1,684
| New | +$217K | 0.11% | 80 |
|
|
2021
Q3 | – | Sell |
-1,684
| Closed | -$206K | – | 78 |
|
|
2021
Q2 | $206K | Buy |
+1,684
| New | +$206K | 0.11% | 74 |
|
|
2021
Q1 | – | Sell |
-2,148
| Closed | -$228K | – | 78 |
|
|
2020
Q4 | $228K | Buy |
+2,148
| New | +$228K | 0.14% | 73 |
|
|
2020
Q3 | – | Sell |
-2,448
| Closed | -$223K | – | 74 |
|
|
2020
Q2 | $223K | Buy |
+2,448
| New | +$223K | 0.17% | 67 |
|
|
2020
Q1 | – | Sell |
-2,448
| Closed | -$263K | – | 80 |
|
|
2019
Q4 | $263K | Buy |
2,448
+357
| +17% | +$38.4K | 0.17% | 76 |
|
|
2019
Q3 | $215K | Hold |
2,091
| – | – | 0.14% | 75 |
|
|
2019
Q2 | $214K | Hold |
2,091
| – | – | 0.14% | 75 |
|
|
2019
Q1 | $208K | Sell |
2,091
-189
| -8% | -$18.8K | 0.15% | 73 |
|
|
2018
Q4 | $204K | Hold |
2,280
| – | – | 0.16% | 73 |
|
|
2018
Q3 | $210K | Hold |
2,280
| – | – | 0.16% | 69 |
|
|
2018
Q2 | $211K | Hold |
2,280
| – | – | 0.16% | 66 |
|
|
2018
Q1 | $208K | Hold |
2,280
| – | – | 0.16% | 66 |
|
|
2017
Q4 | $215K | Buy |
+2,280
| New | +$215K | 0.16% | 65 |
|