West Michigan Advisors’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 | $323K | Buy |
2,377
+5
| +0.2% | +$679 | 0.09% | 160 |
|
2025
Q1 | $322K | Sell |
2,372
-2
| -0.1% | -$271 | 0.11% | 146 |
|
2024
Q4 | $314K | Buy |
2,374
+52
| +2% | +$6.87K | 0.09% | 144 |
|
2024
Q3 | $330K | Buy |
2,322
+37
| +2% | +$5.26K | 0.1% | 138 |
|
2024
Q2 | $291K | Buy |
2,285
+516
| +29% | +$65.6K | 0.09% | 137 |
|
2024
Q1 | $232K | Buy |
1,769
+19
| +1% | +$2.49K | 0.08% | 161 |
|
2023
Q4 | $219K | Sell |
1,750
-27
| -2% | -$3.37K | 0.08% | 141 |
|
2023
Q3 | $204K | Buy |
1,777
+31
| +2% | +$3.57K | 0.11% | 139 |
|
2023
Q2 | $214K | Sell |
1,746
-20
| -1% | -$2.45K | 0.09% | 203 |
|
2023
Q1 | $218K | Buy |
+1,766
| New | +$218K | 0.12% | 132 |
|