WESCAP Management 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 | $409K | Hold |
3,013
| – | – | 0.09% | 85 |
|
2025
Q1 | $409K | Hold |
3,013
| – | – | 0.1% | 82 |
|
2024
Q4 | $398K | Hold |
3,013
| – | – | 0.1% | 82 |
|
2024
Q3 | $428K | Hold |
3,013
| – | – | 0.11% | 77 |
|
2024
Q2 | $383K | Hold |
3,013
| – | – | 0.11% | 79 |
|
2024
Q1 | $395K | Hold |
3,013
| – | – | 0.11% | 79 |
|
2023
Q4 | $377K | Hold |
3,013
| – | – | 0.12% | 76 |
|
2023
Q3 | $347K | Hold |
3,013
| – | – | 0.12% | 76 |
|
2023
Q2 | $369K | Hold |
3,013
| – | – | 0.13% | 75 |
|
2023
Q1 | $373K | Hold |
3,013
| – | – | 0.13% | 76 |
|
2022
Q4 | $377K | Buy |
3,013
+300
| +11% | +$37.5K | 0.13% | 78 |
|
2022
Q3 | $302K | Buy |
2,713
+55
| +2% | +$6.12K | 0.12% | 79 |
|
2022
Q2 | $315K | Hold |
2,658
| – | – | 0.11% | 81 |
|
2022
Q1 | $340K | Hold |
2,658
| – | – | 0.1% | 83 |
|
2021
Q4 | $343K | Hold |
2,658
| – | – | 0.09% | 80 |
|
2021
Q3 | $312K | Hold |
2,658
| – | – | 0.09% | 78 |
|
2021
Q2 | $325K | Hold |
2,658
| – | – | 0.09% | 77 |
|
2021
Q1 | $313K | Hold |
2,658
| – | – | 0.09% | 77 |
|
2020
Q4 | $281K | Hold |
2,658
| – | – | 0.08% | 75 |
|
2020
Q3 | $245K | Hold |
2,658
| – | – | 0.08% | 74 |
|
2020
Q2 | $242K | Hold |
2,658
| – | – | 0.09% | 78 |
|
2020
Q1 | $212K | Hold |
2,658
| – | – | 0.09% | 79 |
|
2019
Q4 | $285K | Hold |
2,658
| – | – | 0.11% | 68 |
|
2019
Q3 | $272K | Hold |
2,658
| – | – | 0.11% | 68 |
|
2019
Q2 | $268K | Hold |
2,658
| – | – | 0.11% | 75 |
|
2019
Q1 | $264K | Hold |
2,658
| – | – | 0.11% | 72 |
|
2018
Q4 | $237K | Hold |
2,658
| – | – | 0.11% | 71 |
|
2018
Q3 | $260K | Hold |
2,658
| – | – | 0.13% | 64 |
|
2018
Q2 | $246K | Hold |
2,658
| – | – | 0.12% | 67 |
|
2018
Q1 | $242K | Hold |
2,658
| – | – | 0.1% | 78 |
|
2017
Q4 | $251K | Buy |
+2,658
| New | +$251K | 0.1% | 74 |
|