TA
TFB Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,503
| Closed | -$463K | – | 336 |
|
|
2024
Q4 | $463K | Buy |
3,503
+1,296
| +59% | +$171K | 0.13% | 175 |
|
|
2024
Q3 | $313K | Buy |
2,207
+114
| +5% | +$16.2K | 0.09% | 237 |
|
|
2024
Q2 | $266K | Buy |
2,093
+3
| +0.1% | +$382 | 0.09% | 241 |
|
|
2024
Q1 | $266K | Buy |
+2,090
| New | +$266K | 0.1% | 220 |
|