Spire 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 | $1.98M | Sell |
14,574
-364
| -2% | -$49.4K | 0.07% | 231 |
|
|
2025
Q1 | $2.03M | Sell |
14,938
-768
| -5% | -$104K | 0.06% | 263 |
|
|
2024
Q4 | $2.07M | Sell |
15,706
-35
| -0.2% | -$4.62K | 0.06% | 238 |
|
|
2024
Q3 | $2.24M | Sell |
15,741
-553
| -3% | -$78.5K | 0.08% | 212 |
|
|
2024
Q2 | $2.07M | Sell |
16,294
-1,055
| -6% | -$134K | 0.07% | 224 |
|
|
2024
Q1 | $2.28M | Sell |
17,349
-527
| -3% | -$69.2K | 0.04% | 228 |
|
|
2023
Q4 | $2.21M | Sell |
17,876
-857
| -5% | -$106K | 0.07% | 222 |
|
|
2023
Q3 | $2.15M | Buy |
18,733
+10
| +0.1% | +$1.15K | 0.08% | 210 |
|
|
2023
Q2 | $2.3M | Sell |
18,723
-2,078
| -10% | -$255K | 0.08% | 216 |
|
|
2023
Q1 | $2.57M | Buy |
20,801
+4,576
| +28% | +$566K | 0.1% | 199 |
|
|
2022
Q4 | $2.03M | Buy |
16,225
+699
| +5% | +$87.5K | 0.11% | 156 |
|
|
2022
Q3 | $1.73M | Sell |
15,526
-3,249
| -17% | -$362K | 0.11% | 146 |
|
|
2022
Q2 | $2.23M | Sell |
18,775
-3,574
| -16% | -$424K | 0.09% | 194 |
|
|
2022
Q1 | $2.86M | Sell |
22,349
-307
| -1% | -$39.3K | 0.08% | 222 |
|
|
2021
Q4 | $2.93M | Sell |
22,656
-467
| -2% | -$60.3K | 0.06% | 253 |
|
|
2021
Q3 | $2.92M | Sell |
23,123
-84
| -0.4% | -$10.6K | 0.08% | 228 |
|
|
2021
Q2 | $2.84M | Buy |
23,207
+186
| +0.8% | +$22.7K | 0.08% | 231 |
|
|
2021
Q1 | $2.72M | Buy |
+23,021
| New | +$2.72M | 0.07% | 229 |
|