Texas Capital Bank Wealth Management Services’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 | $463K | Hold |
3,412
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $463K | Sell |
3,412
-534
| -14% | -$72.5K | 0.05% | 132 |
|
|
2024
Q4 | $521K | Hold |
3,946
| – | – | 0.05% | 104 |
|
|
2024
Q3 | $560K | Hold |
3,946
| – | – | 0.06% | 113 |
|
|
2024
Q2 | $502K | Buy |
3,946
+2,000
| +103% | +$254K | 0.05% | 119 |
|
|
2024
Q1 | $255K | Buy |
+1,946
| New | +$255K | 0.03% | 165 |
|
|
2022
Q2 | – | Sell |
-1,737
| Closed | -$223K | – | 172 |
|
|
2022
Q1 | $223K | Hold |
1,737
| – | – | 0.02% | 160 |
|
|
2021
Q4 | $224K | Hold |
1,737
| – | – | 0.02% | 150 |
|
|
2021
Q3 | $204K | Hold |
1,737
| – | – | 0.02% | 142 |
|
|
2021
Q2 | $212K | Sell |
1,737
-6
| -0.3% | -$732 | 0.03% | 137 |
|
|
2021
Q1 | $206K | Buy |
+1,743
| New | +$206K | 0.03% | 126 |
|
|
2020
Q3 | – | Sell |
-2,249
| Closed | -$205K | – | 161 |
|
|
2020
Q2 | $205K | Sell |
2,249
-4,702
| -68% | -$429K | 0.05% | 103 |
|
|
2020
Q1 | $555K | Sell |
6,951
-4,471
| -39% | -$357K | 0.16% | 72 |
|
|
2019
Q4 | $1.23M | Buy |
+11,422
| New | +$1.23M | 0.27% | 65 |
|