Western Wealth Management’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 | $2.73M | Sell |
20,128
-302
| -1% | -$41K | 0.16% | 127 |
|
|
2025
Q1 | $2.77M | Sell |
20,430
-256
| -1% | -$34.7K | 0.18% | 112 |
|
|
2024
Q4 | $2.73M | Buy |
20,686
+2,968
| +17% | +$392K | 0.18% | 110 |
|
|
2024
Q3 | $2.52M | Sell |
17,718
-126
| -0.7% | -$17.9K | 0.14% | 146 |
|
|
2024
Q2 | $2.27M | Sell |
17,844
-882
| -5% | -$112K | 0.17% | 121 |
|
|
2024
Q1 | $2.46M | Sell |
18,726
-153
| -0.8% | -$20.1K | 0.19% | 111 |
|
|
2023
Q4 | $2.36M | Sell |
18,879
-2,618
| -12% | -$327K | 0.17% | 128 |
|
|
2023
Q3 | $2.47M | Sell |
21,497
-34,818
| -62% | -$4M | 0.21% | 103 |
|
|
2023
Q2 | $6.9M | Sell |
56,315
-605
| -1% | -$74.2K | 0.59% | 31 |
|
|
2023
Q1 | $7.04M | Buy |
56,920
+1,507
| +3% | +$186K | 0.66% | 27 |
|
|
2022
Q4 | $6.93M | Sell |
55,413
-46,628
| -46% | -$5.83M | 0.71% | 24 |
|
|
2022
Q3 | $11.4M | Buy |
102,041
+17,025
| +20% | +$1.9M | 0.65% | 26 |
|
|
2022
Q2 | $10.1M | Buy |
85,016
+16,682
| +24% | +$1.98M | 0.58% | 29 |
|
|
2022
Q1 | $8.76M | Buy |
68,334
+51,185
| +298% | +$6.56M | 0.42% | 44 |
|
|
2021
Q4 | $2.22M | Buy |
+17,149
| New | +$2.22M | 0.22% | 105 |
|
|
2021
Q2 | $1.97M | Buy |
16,095
+417
| +3% | +$50.9K | 0.2% | 116 |
|
|
2021
Q1 | $1.85M | Sell |
15,678
-992
| -6% | -$117K | 0.25% | 92 |
|
|
2020
Q4 | $1.77M | Buy |
16,670
+920
| +6% | +$97.5K | 0.26% | 95 |
|
|
2020
Q3 | $1.46M | Sell |
15,750
-868
| -5% | -$80.2K | 0.24% | 102 |
|
|
2020
Q2 | $1.52M | Buy |
16,618
+3,112
| +23% | +$284K | 0.28% | 90 |
|
|
2020
Q1 | $1.08M | Buy |
13,506
+1,064
| +9% | +$85.2K | 0.25% | 96 |
|
|
2019
Q4 | $1.34M | Buy |
12,442
+2,120
| +21% | +$228K | 0.2% | 115 |
|
|
2019
Q3 | $1.06M | Sell |
10,322
-13
| -0.1% | -$1.34K | 0.22% | 111 |
|
|
2019
Q2 | $1.04M | Sell |
10,335
-1,490
| -13% | -$150K | 0.14% | 126 |
|
|
2019
Q1 | $1.18M | Buy |
11,825
+899
| +8% | +$89.7K | 0.26% | 92 |
|
|
2018
Q4 | $980K | Buy |
+10,926
| New | +$980K | 0.26% | 91 |
|