Van Hulzen Asset 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 | $268K | Buy |
1,973
+370
| +23% | +$50.2K | 0.02% | 267 |
|
|
2025
Q1 | $217K | Sell |
1,603
-253
| -14% | -$34.3K | 0.02% | 282 |
|
|
2024
Q4 | $245K | Sell |
1,856
-29
| -2% | -$3.83K | 0.02% | 283 |
|
|
2024
Q3 | $268K | Sell |
1,885
-409
| -18% | -$58.2K | 0.02% | 273 |
|
|
2024
Q2 | $292K | Sell |
2,294
-98
| -4% | -$12.5K | 0.02% | 256 |
|
|
2024
Q1 | $314K | Buy |
+2,392
| New | +$314K | 0.02% | 263 |
|