Summit Wealth Partners’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 | $204K | Hold |
1,502
| – | – | 0.04% | 211 |
|
|
2025
Q1 | $204K | Buy |
+1,502
| New | +$204K | 0.04% | 206 |
|
|
2024
Q4 | – | Sell |
-1,502
| Closed | -$213K | – | 235 |
|
|
2024
Q3 | $213K | Buy |
+1,502
| New | +$213K | 0.04% | 224 |
|
|
2021
Q3 | – | Sell |
-2,336
| Closed | -$286K | – | 153 |
|
|
2021
Q2 | $286K | Buy |
+2,336
| New | +$286K | 0.07% | 130 |
|
|
2020
Q2 | – | Sell |
-2,570
| Closed | -$205K | – | 146 |
|
|
2020
Q1 | $205K | Sell |
2,570
-1,054
| -29% | -$84.2K | 0.08% | 105 |
|
|
2019
Q4 | $390K | Buy |
+3,624
| New | +$390K | 0.13% | 80 |
|