Taylor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Hold |
6,024
| – | – | 0.51% | 40 |
|
|
2025
Q1 | $817K | Sell |
6,024
-154
| -2% | -$20.9K | 0.57% | 40 |
|
|
2024
Q4 | $816K | Sell |
6,178
-21
| -0.3% | -$2.77K | 0.57% | 39 |
|
|
2024
Q3 | $881K | Sell |
6,199
-15
| -0.2% | -$2.13K | 0.61% | 38 |
|
|
2024
Q2 | $790K | Sell |
6,214
-12
| -0.2% | -$1.53K | 0.61% | 40 |
|
|
2024
Q1 | $817K | Sell |
6,226
-100
| -2% | -$13.1K | 0.62% | 40 |
|
|
2023
Q4 | $791K | Buy |
+6,326
| New | +$791K | 0.65% | 43 |
|