Strategic Family Wealth Counselors’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 | $8.36M | Buy |
61,592
+2,435
| +4% | +$331K | 2.38% | 13 |
|
|
2025
Q1 | $8.03M | Buy |
59,157
+933
| +2% | +$127K | 2.61% | 13 |
|
|
2024
Q4 | $7.69M | Sell |
58,224
-356
| -0.6% | -$47K | 2.5% | 12 |
|
|
2024
Q3 | $8.32M | Buy |
58,580
+3,039
| +5% | +$432K | 2.91% | 12 |
|
|
2024
Q2 | $7.06M | Buy |
55,541
+1,037
| +2% | +$132K | 2.69% | 12 |
|
|
2024
Q1 | $7.15M | Buy |
54,504
+1,009
| +2% | +$132K | 2.83% | 12 |
|
|
2023
Q4 | $6.69M | Buy |
53,495
+3,196
| +6% | +$399K | 2.8% | 11 |
|
|
2023
Q3 | $5.78M | Buy |
50,299
+819
| +2% | +$94.2K | 2.78% | 13 |
|
|
2023
Q2 | $6.07M | Buy |
49,480
+634
| +1% | +$77.7K | 2.79% | 14 |
|
|
2023
Q1 | $6.04M | Buy |
48,846
+750
| +2% | +$92.8K | 2.86% | 11 |
|
|
2022
Q4 | $6.02M | Buy |
48,096
+1,700
| +4% | +$213K | 2.98% | 10 |
|
|
2022
Q3 | $5.17M | Buy |
46,396
+1,365
| +3% | +$152K | 2.54% | 14 |
|
|
2022
Q2 | $5.35M | Buy |
45,031
+334
| +0.7% | +$39.6K | 2.56% | 14 |
|
|
2022
Q1 | $5.73M | Buy |
44,697
+4,519
| +11% | +$579K | 2.31% | 14 |
|
|
2021
Q4 | $5.19M | Buy |
40,178
+1,655
| +4% | +$214K | 1.66% | 18 |
|
|
2021
Q3 | $4.53M | Buy |
38,523
+2,697
| +8% | +$317K | 1.55% | 18 |
|
|
2021
Q2 | $4.38M | Sell |
35,826
-679
| -2% | -$83K | 1.43% | 17 |
|
|
2021
Q1 | $4.31M | Buy |
36,505
+973
| +3% | +$115K | 1.62% | 17 |
|
|
2020
Q4 | $3.76M | Sell |
35,532
-28
| -0.1% | -$2.97K | 1.94% | 14 |
|
|
2020
Q3 | $3.29M | Buy |
35,560
+523
| +1% | +$48.3K | 1.84% | 15 |
|
|
2020
Q2 | $3.2M | Sell |
35,037
-1,640
| -4% | -$150K | 2.01% | 16 |
|
|
2020
Q1 | $2.93M | Buy |
36,677
+2,977
| +9% | +$238K | 2.19% | 16 |
|
|
2019
Q4 | $3.63M | Sell |
33,700
-1,030
| -3% | -$111K | 2.93% | 13 |
|
|
2019
Q3 | $3.56M | Sell |
34,730
-905
| -3% | -$92.8K | 2.69% | 13 |
|
|
2019
Q2 | $3.6M | Buy |
35,635
+356
| +1% | +$35.9K | 2.78% | 12 |
|
|
2019
Q1 | $3.51M | Buy |
35,279
+1,267
| +4% | +$126K | 2.84% | 12 |
|
|
2018
Q4 | $3.05M | Buy |
+34,012
| New | +$3.05M | 3.45% | 9 |
|