SAS
SMI Advisory Services’s SPDR S&P Dividend ETF SDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-73,225
| Closed | -$9.51M | – | 58 |
|
2024
Q4 | $9.51M | Buy |
73,225
+24,455
| +50% | +$3.18M | 2.19% | 12 |
|
2024
Q3 | $6.87M | Sell |
48,770
-20,530
| -30% | -$2.89M | 1.52% | 19 |
|
2024
Q2 | $8.75M | Buy |
69,300
+47,773
| +222% | +$6.03M | 2.16% | 14 |
|
2024
Q1 | $2.8M | Buy |
+21,527
| New | +$2.8M | 0.78% | 40 |
|