StrategIQ Financial 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
2023
Q4
$1.93M Sell
15,482
-974
-6% -$122K 0.22% 92
2023
Q3
$1.89M Sell
16,456
-357
-2% -$41.1K 0.22% 95
2023
Q2
$2.06M Sell
16,813
-48
-0.3% -$5.88K 0.24% 92
2023
Q1
$2.09M Sell
16,861
-178
-1% -$22K 0.24% 85
2022
Q4
$2.13M Sell
17,039
-658
-4% -$82.3K 0.25% 76
2022
Q3
$1.97M Sell
17,697
-1,428
-7% -$159K 0.25% 76
2022
Q2
$2.27M Buy
19,125
+190
+1% +$22.6K 0.28% 73
2022
Q1
$2.43M Buy
18,935
+895
+5% +$115K 0.26% 77
2021
Q4
$2.33M Buy
18,040
+237
+1% +$30.6K 0.23% 80
2021
Q3
$2.09M Buy
17,803
+165
+0.9% +$19.4K 0.42% 59
2021
Q2
$2.16M Buy
17,638
+237
+1% +$29K 0.43% 55
2021
Q1
$2.05M Buy
17,401
+1,024
+6% +$121K 0.43% 55
2020
Q4
$1.74M Buy
16,377
+219
+1% +$23.2K 0.39% 58
2020
Q3
$1.49M Buy
16,158
+837
+5% +$77.3K 0.37% 59
2020
Q2
$1.4M Buy
15,321
+2,385
+18% +$217K 0.38% 58
2020
Q1
$1.03M Buy
12,936
+6,869
+113% +$549K 0.32% 68
2019
Q4
$653K Buy
+6,067
New +$653K 0.17% 119