Simplicity Wealth’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
16,291
+12,968
| +390% | +$1.76M | 0.09% | 205 |
|
|
2025
Q1 | $451K | Hold |
3,323
| – | – | 0.04% | 361 |
|
|
2024
Q4 | $439K | Hold |
3,323
| – | – | 0.09% | 182 |
|
|
2024
Q3 | $472K | Sell |
3,323
-3,454
| -51% | -$491K | 0.04% | 303 |
|
|
2024
Q2 | $862K | Buy |
6,777
+2,979
| +78% | +$379K | 0.02% | 575 |
|
|
2024
Q1 | $498K | Buy |
+3,798
| New | +$498K | 0.01% | 733 |
|