AFA
AA Financial 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 | $3.18M | Sell |
23,461
-5,879
| -20% | -$798K | 0.69% | 37 |
|
|
2025
Q1 | $3.98M | Sell |
29,340
-2,272
| -7% | -$308K | 0.97% | 32 |
|
|
2024
Q4 | $4.18M | Buy |
31,612
+6,913
| +28% | +$913K | 1.11% | 31 |
|
|
2024
Q3 | $3.51M | Buy |
24,699
+865
| +4% | +$123K | 1.02% | 32 |
|
|
2024
Q2 | $3.03M | Buy |
23,834
+1,644
| +7% | +$209K | 1.07% | 31 |
|
|
2024
Q1 | $2.91M | Sell |
22,190
-32,320
| -59% | -$4.24M | 1.18% | 27 |
|
|
2023
Q4 | $6.81M | Buy |
+54,510
| New | +$6.81M | 4.53% | 5 |
|