SIS
Strategic Investment Solutions’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 | $36K | Buy |
265
+1
| +0.4% | +$136 | 0.01% | 241 |
|
|
2025
Q1 | $35.9K | Hold |
264
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $34.8K | Buy |
264
+1
| +0.4% | +$132 | 0.01% | 249 |
|
|
2024
Q3 | $37.3K | Buy |
263
+140
| +114% | +$19.9K | 0.01% | 216 |
|
|
2024
Q2 | $14.4K | Buy |
+123
| New | +$14.4K | ﹤0.01% | 309 |
|
|
2023
Q4 | $16.3K | Sell |
130
-7,941
| -98% | -$995K | ﹤0.01% | 686 |
|
|
2023
Q3 | $988K | Buy |
8,071
+7,943
| +6,205% | +$972K | 0.01% | 318 |
|
|
2023
Q2 | $15.1K | Hold |
128
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $15.8K | Buy |
+128
| New | +$15.8K | ﹤0.01% | 572 |
|