1IA
1834 Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Sell |
35,539
-7,588
| -18% | -$1.03M | 0.61% | 48 |
|
|
2025
Q1 | $5.85M | Sell |
43,127
-1,475
| -3% | -$200K | 0.75% | 43 |
|
|
2024
Q4 | $5.89M | Sell |
44,602
-1,095
| -2% | -$145K | 0.75% | 41 |
|
|
2024
Q3 | $6.49M | Buy |
45,697
+599
| +1% | +$85.1K | 0.76% | 40 |
|
|
2024
Q2 | $5.74M | Sell |
45,098
-3,800
| -8% | -$483K | 0.69% | 45 |
|
|
2024
Q1 | $6.42M | Sell |
48,898
-417
| -0.8% | -$54.7K | 0.76% | 42 |
|
|
2023
Q4 | $6.16M | Sell |
49,315
-1,091
| -2% | -$136K | 0.74% | 43 |
|
|
2023
Q3 | $5.8M | Buy |
50,406
+5,188
| +11% | +$597K | 0.72% | 37 |
|
|
2023
Q2 | $5.54M | Sell |
45,218
-8,494
| -16% | -$1.04M | 0.66% | 43 |
|
|
2023
Q1 | $6.64M | Sell |
53,712
-9,582
| -15% | -$1.19M | 0.8% | 36 |
|
|
2022
Q4 | $7.92M | Sell |
63,294
-428
| -0.7% | -$53.5K | 1.13% | 27 |
|
|
2022
Q3 | $7.11M | Sell |
63,722
-2,027
| -3% | -$226K | 1.06% | 31 |
|
|
2022
Q2 | $7.8M | Sell |
65,749
-6,292
| -9% | -$747K | 1.1% | 31 |
|
|
2022
Q1 | $9.23M | Buy |
72,041
+401
| +0.6% | +$51.4K | 1.13% | 28 |
|
|
2021
Q4 | $9.25M | Buy |
71,640
+5,779
| +9% | +$746K | 1.05% | 32 |
|
|
2021
Q3 | $7.74M | Buy |
65,861
+1,423
| +2% | +$167K | 0.94% | 40 |
|
|
2021
Q2 | $7.88M | Sell |
64,438
-1,523
| -2% | -$186K | 0.95% | 42 |
|
|
2021
Q1 | $7.79M | Sell |
65,961
-1,860
| -3% | -$220K | 1.01% | 38 |
|
|
2020
Q4 | $7.18M | Sell |
67,821
-1,724
| -2% | -$183K | 0.96% | 38 |
|
|
2020
Q3 | $6.43M | Sell |
69,545
-1,117
| -2% | -$103K | 0.94% | 37 |
|
|
2020
Q2 | $6.44M | Buy |
70,662
+2,653
| +4% | +$242K | 1.02% | 36 |
|
|
2020
Q1 | $5.43M | Buy |
68,009
+1,282
| +2% | +$102K | 1.03% | 32 |
|
|
2019
Q4 | $7.18M | Buy |
66,727
+3,384
| +5% | +$364K | 1.1% | 32 |
|
|
2019
Q3 | $6.5M | Buy |
63,343
+13
| +0% | +$1.33K | 0.94% | 36 |
|
|
2019
Q2 | $6.39M | Sell |
63,330
-1,070
| -2% | -$108K | 0.96% | 37 |
|
|
2019
Q1 | $6.4M | Sell |
64,400
-1,094
| -2% | -$109K | 0.98% | 38 |
|
|
2018
Q4 | $5.86M | Sell |
65,494
-2,774
| -4% | -$248K | 0.98% | 41 |
|
|
2018
Q3 | $6.69M | Sell |
68,268
-3,427
| -5% | -$336K | 0.98% | 45 |
|
|
2018
Q2 | $6.65M | Sell |
71,695
-6,328
| -8% | -$587K | 1.04% | 42 |
|
|
2018
Q1 | $7.12M | Sell |
78,023
-828
| -1% | -$75.5K | 1.22% | 30 |
|
|
2017
Q4 | $7.45M | Sell |
78,851
-1,626
| -2% | -$154K | 1.17% | 30 |
|
|
2017
Q3 | $7.35M | Sell |
80,477
-709
| -0.9% | -$64.8K | 1.37% | 26 |
|
|
2017
Q2 | $7.22M | Sell |
81,186
-4,781
| -6% | -$425K | 1.36% | 23 |
|
|
2017
Q1 | $7.58M | Sell |
85,967
-16,053
| -16% | -$1.41M | 1.45% | 19 |
|
|
2016
Q4 | $8.73M | Buy |
102,020
+4,028
| +4% | +$345K | 1.76% | 12 |
|
|
2016
Q3 | $8.27M | Sell |
97,992
-291
| -0.3% | -$24.6K | 1.79% | 13 |
|
|
2016
Q2 | $8.25M | Buy |
98,283
+4,220
| +4% | +$354K | 1.79% | 10 |
|
|
2016
Q1 | $7.52M | Buy |
94,063
+14,644
| +18% | +$1.17M | 1.72% | 11 |
|
|
2015
Q4 | $5.84M | Buy |
79,419
+12,549
| +19% | +$923K | 1.37% | 24 |
|
|
2015
Q3 | $4.83M | Buy |
66,870
+27,814
| +71% | +$2.01M | 1.2% | 23 |
|
|
2015
Q2 | $2.98M | Buy |
39,056
+799
| +2% | +$60.9K | 0.81% | 41 |
|
|
2015
Q1 | $2.99M | Buy |
38,257
+1,810
| +5% | +$142K | 0.81% | 40 |
|
|
2014
Q4 | $2.87M | Sell |
36,447
-337
| -0.9% | -$26.6K | 0.79% | 42 |
|
|
2014
Q3 | $2.76M | Sell |
36,784
-182
| -0.5% | -$13.6K | 0.76% | 43 |
|
|
2014
Q2 | $2.83M | Sell |
36,966
-2,130
| -5% | -$163K | 0.77% | 46 |
|
|
2014
Q1 | $2.88M | Sell |
39,096
-3,705
| -9% | -$273K | 0.84% | 45 |
|
|
2013
Q4 | $3.11M | Sell |
42,801
-1,933
| -4% | -$140K | 0.91% | 42 |
|
|
2013
Q3 | $3.08M | Sell |
44,734
-1,829
| -4% | -$126K | 1.01% | 38 |
|
|
2013
Q2 | $3.09M | Buy |
+46,563
| New | +$3.09M | 1.06% | 34 |
|