Wedmont Private Capital’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 | $613K | Buy |
4,422
+24
| +0.5% | +$3.33K | 0.03% | 374 |
|
|
2025
Q1 | $563K | Buy |
4,398
+20
| +0.5% | +$2.56K | 0.03% | 354 |
|
|
2024
Q4 | $564K | Buy |
4,378
+200
| +5% | +$25.7K | 0.03% | 344 |
|
|
2024
Q3 | $584K | Buy |
4,178
+160
| +4% | +$22.4K | 0.03% | 315 |
|
|
2024
Q2 | $524K | Buy |
4,018
+224
| +6% | +$29.2K | 0.03% | 330 |
|
|
2024
Q1 | $493K | Buy |
3,794
+18
| +0.5% | +$2.34K | 0.04% | 322 |
|
|
2023
Q4 | $472K | Buy |
3,776
+118
| +3% | +$14.7K | 0.04% | 324 |
|
|
2023
Q3 | $418K | Buy |
3,658
+327
| +10% | +$37.3K | 0.04% | 301 |
|
|
2023
Q2 | $410K | Sell |
3,331
-7
| -0.2% | -$861 | 0.04% | 295 |
|
|
2023
Q1 | $412K | Buy |
3,338
+46
| +1% | +$5.68K | 0.05% | 256 |
|
|
2022
Q4 | $421K | Buy |
3,292
+23
| +0.7% | +$2.94K | 0.06% | 242 |
|
|
2022
Q3 | $364K | Buy |
3,269
+226
| +7% | +$25.2K | 0.07% | 213 |
|
|
2022
Q2 | $361K | Hold |
3,043
| – | – | 0.08% | 194 |
|
|
2022
Q1 | $392K | Buy |
+3,043
| New | +$392K | 0.09% | 177 |
|