Zacks Investment 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
2024
Q3
Sell
-1,756
Closed -$223K 763
2024
Q2
$223K Sell
1,756
-83
-5% -$10.6K ﹤0.01% 559
2024
Q1
$241K Buy
1,839
+3
+0.2% +$394 ﹤0.01% 577
2023
Q4
$229K Buy
1,836
+4
+0.2% +$500 ﹤0.01% 574
2023
Q3
$211K Buy
1,832
+3
+0.2% +$345 ﹤0.01% 567
2023
Q2
$224K Buy
+1,829
New +$224K ﹤0.01% 579
2019
Q4
Sell
-2,873
Closed -$295K 586
2019
Q3
$295K Buy
+2,873
New +$295K 0.01% 476
2019
Q1
Sell
-6,228
Closed -$558K 588
2018
Q4
$558K Buy
+6,228
New +$558K 0.01% 427