TFC Financial Management’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 | $156K | Hold |
1,148
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $156K | Sell |
1,148
-752
| -40% | -$102K | 0.02% | 143 |
|
|
2024
Q4 | $251K | Hold |
1,900
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $270K | Buy |
+1,900
| New | +$270K | 0.04% | 113 |
|
|
2023
Q2 | – | Sell |
-42
| Closed | -$5.14K | – | 736 |
|
|
2023
Q1 | $5.14K | Buy |
42
+1
| +2% | +$122 | ﹤0.01% | 400 |
|
|
2022
Q4 | $5.17K | Hold |
41
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 339 |
|
|
2022
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 378 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 366 |
|
|
2020
Q4 | $4K | Hold |
41
| – | – | ﹤0.01% | 380 |
|
|
2020
Q3 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 356 |
|