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