Vista Capital Partners’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 | $282K | Hold |
2,076
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $282K | Hold |
2,076
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $274K | Hold |
2,076
| – | – | 0.03% | 94 |
|
|
2024
Q3 | $295K | Hold |
2,076
| – | – | 0.03% | 83 |
|
|
2024
Q2 | $264K | Sell |
2,076
-135
| -6% | -$17.2K | 0.03% | 75 |
|
|
2024
Q1 | $290K | Sell |
2,211
-279
| -11% | -$36.6K | 0.04% | 74 |
|
|
2023
Q4 | $311K | Buy |
2,490
+12
| +0.5% | +$1.5K | 0.04% | 65 |
|
|
2023
Q3 | $285K | Sell |
2,478
-165
| -6% | -$19K | 0.04% | 62 |
|
|
2023
Q2 | $324K | Sell |
2,643
-412
| -13% | -$50.5K | 0.04% | 64 |
|
|
2023
Q1 | $378K | Sell |
3,055
-213
| -7% | -$26.4K | 0.06% | 57 |
|
|
2022
Q4 | $409K | Sell |
3,268
-531
| -14% | -$66.4K | 0.06% | 49 |
|
|
2022
Q3 | $424K | Sell |
3,799
-351
| -8% | -$39.2K | 0.07% | 43 |
|
|
2022
Q2 | $493K | Buy |
4,150
+456
| +12% | +$54.2K | 0.08% | 39 |
|
|
2022
Q1 | $473K | Sell |
3,694
-117
| -3% | -$15K | 0.06% | 48 |
|
|
2021
Q4 | $492K | Buy |
3,811
+234
| +7% | +$30.2K | 0.06% | 47 |
|
|
2021
Q3 | $420K | Hold |
3,577
| – | – | 0.06% | 51 |
|
|
2021
Q2 | $437K | Buy |
+3,577
| New | +$437K | 0.06% | 46 |
|