SFPG
Stonebridge Financial Planning Group’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
9,471
+6
| +0.1% | +$814 | 0.54% | 58 |
|
|
2025
Q1 | $1.28M | Sell |
9,465
-96
| -1% | -$13K | 0.59% | 55 |
|
|
2024
Q4 | $1.26M | Buy |
9,561
+157
| +2% | +$20.7K | 0.56% | 54 |
|
|
2024
Q3 | $1.34M | Sell |
9,404
-196
| -2% | -$27.8K | 0.64% | 48 |
|
|
2024
Q2 | $1.22M | Sell |
9,600
-216
| -2% | -$27.5K | 0.61% | 47 |
|
|
2024
Q1 | $1.29M | Sell |
9,816
-486
| -5% | -$63.8K | 0.68% | 43 |
|
|
2023
Q4 | $1.29M | Sell |
10,302
-1,186
| -10% | -$148K | 0.74% | 41 |
|
|
2023
Q3 | $1.32M | Sell |
11,488
-65
| -0.6% | -$7.48K | 0.85% | 35 |
|
|
2023
Q2 | $1.42M | Sell |
11,553
-170
| -1% | -$20.8K | 0.86% | 35 |
|
|
2023
Q1 | $1.45M | Buy |
11,723
+30
| +0.3% | +$3.71K | 0.94% | 31 |
|
|
2022
Q4 | $1.46M | Sell |
11,693
-95
| -0.8% | -$11.9K | 0.97% | 32 |
|
|
2022
Q3 | $1.31M | Sell |
11,788
-45
| -0.4% | -$5.02K | 0.92% | 35 |
|
|
2022
Q2 | $1.4M | Sell |
11,833
-734
| -6% | -$87.1K | 0.95% | 33 |
|
|
2022
Q1 | $1.61M | Sell |
12,567
-81
| -0.6% | -$10.4K | 0.9% | 37 |
|
|
2021
Q4 | $1.58M | Sell |
12,648
-642
| -5% | -$80.4K | 0.83% | 34 |
|
|
2021
Q3 | $1.67M | Sell |
13,290
-427
| -3% | -$53.7K | 0.82% | 34 |
|
|
2021
Q2 | $1.7M | Buy |
13,717
+104
| +0.8% | +$12.9K | 0.9% | 32 |
|
|
2021
Q1 | $1.64M | Sell |
13,613
-978
| -7% | -$118K | 0.96% | 31 |
|
|
2020
Q4 | $1.55M | Sell |
14,591
-1,490
| -9% | -$158K | 0.98% | 30 |
|
|
2020
Q3 | $1.57M | Sell |
16,081
-4,422
| -22% | -$430K | 1.13% | 25 |
|
|
2020
Q2 | $1.87M | Sell |
20,503
-377
| -2% | -$34.3K | 1.59% | 20 |
|
|
2020
Q1 | $1.77M | Sell |
20,880
-455
| -2% | -$38.6K | 1.76% | 18 |
|
|
2019
Q4 | $2.3M | Buy |
+21,335
| New | +$2.3M | 2.07% | 15 |
|