SMAM
Sugar Maple Asset Management’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 | $2.89M | Sell |
21,272
-6,300
| -23% | -$855K | 2.25% | 15 |
|
2025
Q1 | $3.74M | Buy |
27,572
+50
| +0.2% | +$6.78K | 2.94% | 11 |
|
2024
Q4 | $3.64M | Sell |
27,522
-540
| -2% | -$71.3K | 2.77% | 12 |
|
2024
Q3 | $3.99M | Buy |
28,062
+1,500
| +6% | +$213K | 3.46% | 10 |
|
2024
Q2 | $3.38M | Buy |
26,562
+1,000
| +4% | +$127K | 3.27% | 11 |
|
2024
Q1 | $3.36M | Buy |
+25,562
| New | +$3.36M | 3.24% | 11 |
|