YHB Investment 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 | $525K | Sell |
3,870
-110
| -3% | -$14.9K | 0.04% | 205 |
|
|
2025
Q1 | $540K | Buy |
3,980
+51
| +1% | +$6.92K | 0.05% | 197 |
|
|
2024
Q4 | $519K | Sell |
3,929
-62
| -2% | -$8.19K | 0.04% | 198 |
|
|
2024
Q3 | $567K | Sell |
3,991
-258
| -6% | -$36.6K | 0.05% | 193 |
|
|
2024
Q2 | $540K | Buy |
4,249
+239
| +6% | +$30.4K | 0.05% | 189 |
|
|
2024
Q1 | $526K | Sell |
4,010
-1,242
| -24% | -$163K | 0.05% | 188 |
|
|
2023
Q4 | $656K | Sell |
5,252
-1,310
| -20% | -$164K | 0.06% | 165 |
|
|
2023
Q3 | $755K | Sell |
6,562
-331
| -5% | -$38.1K | 0.07% | 154 |
|
|
2023
Q2 | $845K | Buy |
6,893
+183
| +3% | +$22.4K | 0.08% | 152 |
|
|
2023
Q1 | $830K | Buy |
6,710
+576
| +9% | +$71.3K | 0.08% | 152 |
|
|
2022
Q4 | $767K | Buy |
6,134
+303
| +5% | +$37.9K | 0.08% | 157 |
|
|
2022
Q3 | $650K | Buy |
5,831
+102
| +2% | +$11.4K | 0.07% | 169 |
|
|
2022
Q2 | $680K | Buy |
5,729
+209
| +4% | +$24.8K | 0.07% | 168 |
|
|
2022
Q1 | $707K | Buy |
5,520
+1,038
| +23% | +$133K | 0.06% | 175 |
|
|
2021
Q4 | $579K | Buy |
4,482
+796
| +22% | +$103K | 0.05% | 201 |
|
|
2021
Q3 | $433K | Sell |
3,686
-214
| -5% | -$25.1K | 0.04% | 205 |
|
|
2021
Q2 | $477K | Buy |
3,900
+524
| +16% | +$64.1K | 0.04% | 204 |
|
|
2021
Q1 | $410K | Buy |
3,376
+265
| +9% | +$32.2K | 0.04% | 210 |
|
|
2020
Q4 | $330K | Buy |
3,111
+519
| +20% | +$55.1K | 0.03% | 222 |
|
|
2020
Q3 | $240K | Buy |
+2,592
| New | +$240K | 0.03% | 234 |
|