Wallace Advisory Group’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 | $235K | Buy |
1,734
+4
| +0.2% | +$543 | 0.17% | 159 |
|
|
2025
Q1 | $229K | Buy |
1,730
+5
| +0.3% | +$661 | 0.16% | 162 |
|
|
2024
Q4 | $245K | Buy |
1,725
+4
| +0.2% | +$568 | 0.17% | 154 |
|
|
2024
Q3 | $219K | Hold |
1,721
| – | – | 0.16% | 163 |
|
|
2024
Q2 | $219K | Buy |
1,721
+8
| +0.5% | +$1.02K | 0.16% | 164 |
|
|
2024
Q1 | $214K | Sell |
1,713
-105
| -6% | -$13.1K | 0.16% | 157 |
|
|
2023
Q4 | $209K | Buy |
1,818
+5
| +0.3% | +$575 | 0.16% | 150 |
|
|
2023
Q3 | $222K | Sell |
1,813
-3,703
| -67% | -$454K | 0.16% | 156 |
|
|
2023
Q2 | $682K | Hold |
5,516
| – | – | 0.52% | 40 |
|
|
2023
Q1 | $682K | Buy |
5,516
+23
| +0.4% | +$2.85K | 0.52% | 40 |
|
|
2022
Q4 | $687K | Buy |
+5,493
| New | +$687K | 0.54% | 42 |
|