Strategic Financial Concepts’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 | – | Sell |
-2,059
| Closed | -$279K | – | 347 |
|
|
2025
Q1 | $279K | Sell |
2,059
-98
| -5% | -$13.3K | 0.05% | 251 |
|
|
2024
Q4 | $285K | Buy |
+2,157
| New | +$285K | 0.05% | 249 |
|
|
2024
Q3 | – | Sell |
-88,692
| Closed | -$188K | – | 643 |
|
|
2024
Q2 | $188K | Buy |
88,692
+86,729
| +4,418% | +$184K | 0.11% | 128 |
|
|
2024
Q1 | $258K | Buy |
+1,963
| New | +$258K | 0.06% | 256 |
|
|
2023
Q4 | – | Sell |
-1,855
| Closed | -$213K | – | 243 |
|
|
2023
Q3 | $213K | Buy |
1,855
+117
| +7% | +$13.5K | 0.07% | 233 |
|
|
2023
Q2 | $213K | Buy |
1,738
+54
| +3% | +$6.62K | 0.08% | 222 |
|
|
2023
Q1 | $208K | Buy |
+1,684
| New | +$208K | 0.08% | 212 |
|