TCM
TD Capital 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 | $116K | Buy |
852
+6
| +0.7% | +$815 | 0.01% | 155 |
|
|
2025
Q1 | $115K | Buy |
846
+5
| +0.6% | +$679 | 0.01% | 145 |
|
|
2024
Q4 | $111K | Buy |
841
+6
| +0.7% | +$793 | 0.01% | 147 |
|
|
2024
Q3 | $119K | Buy |
835
+5
| +0.6% | +$710 | 0.01% | 144 |
|
|
2024
Q2 | $106K | Buy |
830
+5
| +0.6% | +$636 | 0.01% | 141 |
|
|
2024
Q1 | $108K | Buy |
825
+45
| +6% | +$5.9K | 0.01% | 146 |
|
|
2023
Q4 | $97.5K | Buy |
780
+262
| +51% | +$32.7K | 0.01% | 146 |
|
|
2023
Q3 | $59.6K | Sell |
518
-312
| -38% | -$35.9K | 0.01% | 160 |
|
|
2023
Q2 | $102K | Buy |
830
+6
| +0.7% | +$735 | 0.01% | 130 |
|
|
2023
Q1 | $102K | Buy |
824
+374
| +83% | +$46.3K | 0.01% | 126 |
|
|
2022
Q4 | $56.3K | Buy |
+450
| New | +$56.3K | 0.01% | 159 |
|
|
2015
Q4 | – | Sell |
-3,694
| Closed | -$267K | – | 149 |
|
|
2015
Q3 | $267K | Sell |
3,694
-13,057
| -78% | -$944K | 0.08% | 38 |
|
|
2015
Q2 | $1.28M | Sell |
16,751
-22,378
| -57% | -$1.71M | 0.32% | 29 |
|
|
2015
Q1 | $3.06M | Sell |
39,129
-15,984
| -29% | -$1.25M | 0.72% | 28 |
|
|
2014
Q4 | $4.34M | Sell |
55,113
-10,192
| -16% | -$803K | 0.99% | 25 |
|
|
2014
Q3 | $4.89M | Sell |
65,305
-22,361
| -26% | -$1.68M | 1.11% | 26 |
|
|
2014
Q2 | $6.71M | Sell |
87,666
-27,689
| -24% | -$2.12M | 1.51% | 22 |
|
|
2014
Q1 | $8.49M | Sell |
115,355
-130,888
| -53% | -$9.63M | 1.95% | 16 |
|
|
2013
Q4 | $17.9M | Buy |
246,243
+8,852
| +4% | +$643K | 4.2% | 2 |
|
|
2013
Q3 | $16.4M | Buy |
237,391
+235,981
| +16,736% | +$16.3M | 3.79% | 4 |
|
|
2013
Q2 | $94K | Buy |
+1,410
| New | +$94K | 0.02% | 94 |
|