Adero Partners’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
Q1 | $962K | Sell |
7,092
-4
| -0.1% | -$543 | 0.06% | 89 |
|
|
2024
Q4 | $937K | Sell |
7,096
-4
| -0.1% | -$528 | 0.06% | 89 |
|
|
2024
Q3 | $1.01M | Hold |
7,100
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $903K | Buy |
7,100
+225
| +3% | +$28.6K | 0.07% | 83 |
|
|
2024
Q1 | $902K | Hold |
6,875
| – | – | 0.07% | 84 |
|
|
2023
Q4 | $859K | Hold |
6,875
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $791K | Sell |
6,875
-3
| -0% | -$345 | 0.08% | 81 |
|
|
2023
Q2 | $843K | Buy |
6,878
+3
| +0% | +$368 | 0.08% | 77 |
|
|
2023
Q1 | $851K | Hold |
6,875
| – | – | 0.09% | 74 |
|
|
2022
Q4 | $860K | Hold |
6,875
| – | – | 0.1% | 71 |
|
|
2022
Q3 | $812K | Hold |
6,875
| – | – | 0.1% | 73 |
|
|
2022
Q2 | $814K | Hold |
6,875
| – | – | 0.12% | 72 |
|
|
2022
Q1 | $881K | Hold |
6,875
| – | – | 0.13% | 70 |
|
|
2021
Q4 | $888K | Hold |
6,875
| – | – | 0.15% | 68 |
|
|
2021
Q3 | $808K | Hold |
6,875
| – | – | 0.15% | 67 |
|
|
2021
Q2 | $841K | Hold |
6,875
| – | – | 0.19% | 57 |
|
|
2021
Q1 | $811K | Hold |
6,875
| – | – | 0.36% | 47 |
|
|
2020
Q4 | $728K | Hold |
6,875
| – | – | 0.62% | 31 |
|
|
2020
Q3 | $635K | Hold |
6,875
| – | – | 0.51% | 33 |
|
|
2020
Q2 | $627K | Hold |
6,875
| – | – | 0.65% | 29 |
|
|
2020
Q1 | $549K | Sell |
6,875
-1,248
| -15% | -$99.7K | 0.91% | 29 |
|
|
2019
Q4 | $874K | Buy |
+8,123
| New | +$874K | 0.98% | 25 |
|