STAR Financial Bank’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
$1.08M Buy
7,921
+1,807
+30% +$245K 0.68% 40
2025
Q1
$830K Sell
6,114
-1,494
-20% -$203K 0.61% 42
2024
Q4
$1.01M Hold
7,608
0.72% 32
2024
Q3
$1.08M Buy
7,608
+115
+2% +$16.3K 0.73% 39
2024
Q2
$953K Sell
7,493
-4,276
-36% -$544K 0.73% 42
2024
Q1
$1.54M Sell
11,769
-220
-2% -$28.9K 1.32% 20
2023
Q4
$1.5M Hold
11,989
1.36% 18
2023
Q3
$1.38M Sell
11,989
-1,735
-13% -$200K 1.41% 19
2023
Q2
$1.68M Sell
13,724
-943
-6% -$116K 1.57% 13
2023
Q1
$1.81M Sell
14,667
-667
-4% -$82.5K 1.77% 11
2022
Q4
$1.92M Buy
+15,334
New +$1.92M 1.9% 9