Smart Money Group’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
Q1 | – | Sell |
-12,547
| Closed | -$1.66M | – | 93 |
|
|
2024
Q4 | $1.66M | Buy |
12,547
+86
| +0.7% | +$11.4K | 0.57% | 38 |
|
|
2024
Q3 | $1.72M | Sell |
12,461
-404
| -3% | -$55.8K | 0.61% | 37 |
|
|
2024
Q2 | $1.73M | Sell |
12,865
-756
| -6% | -$102K | 0.62% | 33 |
|
|
2024
Q1 | $1.73M | Sell |
13,621
-1,054
| -7% | -$134K | 0.67% | 34 |
|
|
2023
Q4 | $1.83M | Sell |
14,675
-776
| -5% | -$97K | 0.8% | 30 |
|
|
2023
Q3 | $1.78M | Sell |
15,451
-103,547
| -87% | -$11.9M | 0.84% | 31 |
|
|
2023
Q2 | $14.6M | Sell |
118,998
-28,701
| -19% | -$3.52M | 6.96% | 4 |
|
|
2023
Q1 | $18.5M | Buy |
147,699
+12,464
| +9% | +$1.56M | 9.26% | 1 |
|
|
2022
Q4 | $16.9M | Buy |
135,235
+15,388
| +13% | +$1.93M | 8.83% | 3 |
|
|
2022
Q3 | $13.4M | Buy |
119,847
+11,393
| +11% | +$1.27M | 9.11% | 4 |
|
|
2022
Q2 | $12.9M | Buy |
108,454
+11,653
| +12% | +$1.38M | 8.93% | 4 |
|
|
2022
Q1 | $12.4M | Buy |
96,801
+59,430
| +159% | +$7.61M | 8.33% | 3 |
|
|
2021
Q4 | $4.83M | Buy |
37,371
+18,824
| +101% | +$2.43M | 3.08% | 11 |
|
|
2021
Q3 | $2.18M | Sell |
18,547
-29,269
| -61% | -$3.44M | 1.59% | 19 |
|
|
2021
Q2 | $4.36M | Buy |
47,816
+29,556
| +162% | +$2.7M | 5% | 8 |
|
|
2021
Q1 | $2.16M | Sell |
18,260
-1,262
| -6% | -$149K | 1.8% | 16 |
|
|
2020
Q4 | $2.07M | Sell |
19,522
-869
| -4% | -$92.1K | 1.74% | 18 |
|
|
2020
Q3 | $1.88M | Sell |
20,391
-27,558
| -57% | -$2.55M | 0.81% | 46 |
|
|
2020
Q2 | $4.37M | Sell |
47,949
-1,570
| -3% | -$143K | 2.59% | 14 |
|
|
2020
Q1 | $3.95M | Buy |
49,519
+34,103
| +221% | +$2.72M | 2.78% | 9 |
|
|
2019
Q4 | $1.66M | Sell |
15,416
-113
| -0.7% | -$12.2K | 0.97% | 30 |
|
|
2019
Q3 | $1.59M | Buy |
15,529
+61
| +0.4% | +$6.26K | 1.28% | 23 |
|
|
2019
Q2 | $1.56M | Buy |
15,468
+33
| +0.2% | +$3.33K | 1.29% | 22 |
|
|
2019
Q1 | $1.53M | Buy |
15,435
+417
| +3% | +$41.4K | 1.34% | 20 |
|
|
2018
Q4 | $1.34M | Buy |
15,018
+8
| +0.1% | +$716 | 1.39% | 25 |
|
|
2018
Q3 | $1.47M | Sell |
15,010
-13
| -0.1% | -$1.27K | 1.33% | 24 |
|
|
2018
Q2 | $1.39M | Sell |
15,023
-790
| -5% | -$73.3K | 1.25% | 26 |
|
|
2018
Q1 | $1.44M | Sell |
15,813
-975
| -6% | -$88.9K | 1.47% | 24 |
|
|
2017
Q4 | $1.59M | Buy |
+16,788
| New | +$1.59M | 2.47% | 14 |
|