Smith Salley Wealth Management’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 | $233K | Hold |
1,717
| – | – | 0.01% | 240 |
|
|
2025
Q1 | $233K | Sell |
1,717
-91
| -5% | -$12.3K | 0.02% | 225 |
|
|
2024
Q4 | $239K | Hold |
1,808
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $257K | Buy |
+1,808
| New | +$257K | 0.02% | 218 |
|
|
2016
Q4 | – | Sell |
-2,627
| Closed | -$222K | – | 160 |
|
|
2016
Q3 | $222K | Hold |
2,627
| – | – | 0.05% | 144 |
|
|
2016
Q2 | $220K | Sell |
2,627
-150
| -5% | -$12.6K | 0.05% | 148 |
|
|
2016
Q1 | $222K | Sell |
2,777
-350
| -11% | -$28K | 0.06% | 143 |
|
|
2015
Q4 | $230K | Hold |
3,127
| – | – | 0.06% | 141 |
|
|
2015
Q3 | $226K | Sell |
3,127
-150
| -5% | -$10.8K | 0.06% | 142 |
|
|
2015
Q2 | $250K | Hold |
3,277
| – | – | 0.06% | 139 |
|
|
2015
Q1 | $256K | Buy |
+3,277
| New | +$256K | 0.07% | 144 |
|
|
2014
Q3 | – | Sell |
-2,907
| Closed | -$223K | – | 187 |
|
|
2014
Q2 | $223K | Buy |
+2,907
| New | +$223K | 0.06% | 171 |
|