Union Savings Bank’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 | $1.92M | Sell |
14,030
-618
| -4% | -$84.6K | 0.88% | 20 |
|
|
2025
Q1 | $1.99M | Sell |
14,648
-419
| -3% | -$56.9K | 0.97% | 17 |
|
|
2024
Q4 | $1.99M | Sell |
15,067
-289
| -2% | -$38.2K | 0.98% | 18 |
|
|
2024
Q3 | $2.18M | Sell |
15,356
-1,178
| -7% | -$167K | 1.07% | 14 |
|
|
2024
Q2 | $2.1M | Sell |
16,534
-114
| -0.7% | -$14.5K | 1.1% | 15 |
|
|
2024
Q1 | $2.18M | Sell |
16,648
-539
| -3% | -$70.7K | 1.14% | 13 |
|
|
2023
Q4 | $2.15M | Sell |
17,187
-624
| -4% | -$78K | 1.22% | 14 |
|
|
2023
Q3 | $2.05M | Sell |
17,811
-188
| -1% | -$21.6K | 1.28% | 12 |
|
|
2023
Q2 | $2.28M | Buy |
+17,999
| New | +$2.28M | 1.36% | 11 |
|