Stonegate Investment Group’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 | $1.62M | Hold |
11,903
| – | – | 0.04% | 146 |
|
|
2025
Q1 | $1.61M | Hold |
11,903
| – | – | 0.04% | 128 |
|
|
2024
Q4 | $1.57M | Sell |
11,903
-20
| -0.2% | -$2.64K | 0.04% | 129 |
|
|
2024
Q3 | $1.69M | Sell |
11,923
-60
| -0.5% | -$8.52K | 0.04% | 132 |
|
|
2024
Q2 | $1.52M | Sell |
11,983
-17,538
| -59% | -$2.23M | 0.04% | 135 |
|
|
2024
Q1 | $3.87M | Buy |
29,521
+386
| +1% | +$50.7K | 0.12% | 82 |
|
|
2023
Q4 | $3.64M | Sell |
29,135
-2,441
| -8% | -$305K | 0.12% | 75 |
|
|
2023
Q3 | $3.63M | Sell |
31,576
-172
| -0.5% | -$19.8K | 0.13% | 77 |
|
|
2023
Q2 | $3.89M | Buy |
31,748
+1,535
| +5% | +$188K | 0.14% | 77 |
|
|
2023
Q1 | $3.74M | Buy |
30,213
+15,703
| +108% | +$1.94M | 0.14% | 77 |
|
|
2022
Q4 | $1.82M | Buy |
14,510
+50
| +0.3% | +$6.26K | 0.08% | 102 |
|
|
2022
Q3 | $1.61M | Sell |
14,460
-1,354
| -9% | -$151K | 0.07% | 113 |
|
|
2022
Q2 | $1.88M | Buy |
15,814
+7,187
| +83% | +$853K | 0.08% | 110 |
|
|
2022
Q1 | $1.11M | Buy |
8,627
+365
| +4% | +$46.8K | 0.04% | 125 |
|
|
2021
Q4 | $1.07M | Buy |
+8,262
| New | +$1.07M | 0.04% | 125 |
|