Valley Wealth Managers’s SPDR S&P Dividend ETF SDY Stock Holding History

Valley Wealth Managers’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.11M	Sell	30,309 -572	-2%	-$77.6K	0.3%	78
2025 Q1	$4.19M	Sell	30,881 -478	-2%	-$64.9K	0.32%	67
2024 Q4	$4.14M	Sell	31,359 -1,504	-5%	-$199K	0.31%	68
2024 Q3	$4.67M	Sell	32,863 -376	-1%	-$53.4K	0.35%	63
2024 Q2	$4.23M	Sell	33,239 -2,949	-8%	-$375K	0.34%	63
2024 Q1	$4.75M	Sell	36,188 -1,256	-3%	-$165K	0.36%	66
2023 Q4	$4.68M	Sell	37,444 -467	-1%	-$58.4K	0.36%	63
2023 Q3	$4.36M	Sell	37,911 -456	-1%	-$52.4K	0.36%	67
2023 Q2	$4.7M	Sell	38,367 -1,141	-3%	-$140K	0.42%	54
2023 Q1	$4.89M	Sell	39,508 -1,541	-4%	-$191K	0.44%	52
2022 Q4	$5.14M	Sell	41,049 -394	-1%	-$49.3K	0.48%	52
2022 Q3	$4.62M	Buy	41,443 +148	+0.4%	+$16.5K	0.46%	51
2022 Q2	$4.9M	Sell	41,295 -8,240	-17%	-$978K	0.46%	49
2022 Q1	$6.35M	Sell	49,535 -1,412	-3%	-$181K	0.53%	47
2021 Q4	$6.58M	Buy	50,947 +865	+2%	+$112K	0.53%	48
2021 Q3	$5.89M	Buy	50,082 +72	+0.1%	+$8.46K	0.51%	48
2021 Q2	$6.12M	Buy	50,010 +3,833	+8%	+$469K	0.52%	48
2021 Q1	$5.45M	Buy	46,177 +1,651	+4%	+$195K	0.49%	48
2020 Q4	$4.72M	Buy	44,526 +4,650	+12%	+$493K	0.46%	50
2020 Q3	$3.68M	Buy	39,876 +67	+0.2%	+$6.19K	0.41%	53
2020 Q2	$3.63M	Buy	39,809 +1,979	+5%	+$180K	0.41%	54
2020 Q1	$3.02M	Buy	37,830 +1,719	+5%	+$137K	0.39%	54
2019 Q4	$3.89M	Sell	36,111 -935	-3%	-$101K	0.39%	51
2019 Q3	$3.8M	Buy	37,046 +975	+3%	+$100K	0.4%	49
2019 Q2	$3.64M	Buy	36,071 +5,936	+20%	+$599K	0.39%	51
2019 Q1	$3M	Buy	30,135 +14,748	+96%	+$1.47M	0.33%	53
2018 Q4	$1.38M	Buy	+15,387	New	+$1.38M	0.18%	79
2017 Q2	–	Sell	-925	Closed	-$82K	–	166
2017 Q1	$82K	Hold	925	–	–	0.01%	132
2016 Q4	$79K	Sell	925 -100	-10%	-$8.54K	0.01%	131
2016 Q3	$86K	Buy	1,025 +175	+21%	+$14.7K	0.01%	131
2016 Q2	$71K	Buy	+850	New	+$71K	0.01%	131