AF
Advisornet Financial’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 | $264K | Buy |
1,942
+667
| +52% | +$90.5K | 0.02% | 503 |
|
|
2025
Q1 | $173K | Buy |
1,275
+31
| +2% | +$4.21K | 0.01% | 582 |
|
|
2024
Q4 | $164K | Sell |
1,244
-78
| -6% | -$10.3K | 0.01% | 552 |
|
|
2024
Q3 | $188K | Sell |
1,322
-173
| -12% | -$24.6K | 0.01% | 539 |
|
|
2024
Q2 | $190K | Sell |
1,495
-817
| -35% | -$104K | 0.02% | 486 |
|
|
2024
Q1 | $303K | Sell |
2,312
-15,105
| -87% | -$1.98M | 0.03% | 392 |
|
|
2023
Q4 | $2.18M | Buy |
17,417
+220
| +1% | +$27.5K | 0.2% | 120 |
|
|
2023
Q3 | $1.98M | Sell |
17,197
-882
| -5% | -$101K | 0.18% | 120 |
|
|
2023
Q2 | $2.22M | Sell |
18,079
-736
| -4% | -$90.2K | 0.19% | 127 |
|
|
2023
Q1 | $2.33M | Buy |
18,815
+883
| +5% | +$109K | 0.21% | 111 |
|
|
2022
Q4 | $2.24M | Buy |
17,932
+1,791
| +11% | +$224K | 0.22% | 107 |
|
|
2022
Q3 | $1.8M | Buy |
16,141
+711
| +5% | +$79.3K | 0.18% | 133 |
|
|
2022
Q2 | $1.83M | Buy |
15,430
+2,361
| +18% | +$280K | 0.18% | 137 |
|
|
2022
Q1 | $1.67M | Sell |
13,069
-494
| -4% | -$63.3K | 0.1% | 180 |
|
|
2021
Q4 | $1.75M | Buy |
13,563
+886
| +7% | +$114K | 0.11% | 177 |
|
|
2021
Q3 | $1.49M | Buy |
12,677
+1,725
| +16% | +$203K | 0.1% | 176 |
|
|
2021
Q2 | $1.34M | Buy |
10,952
+459
| +4% | +$56.1K | 0.09% | 207 |
|
|
2021
Q1 | $1.24M | Buy |
10,493
+133
| +1% | +$15.7K | 0.09% | 215 |
|
|
2020
Q4 | $1.1M | Sell |
10,360
-149
| -1% | -$15.8K | 0.09% | 207 |
|
|
2020
Q3 | $971K | Sell |
10,509
-916
| -8% | -$84.6K | 0.08% | 225 |
|
|
2020
Q2 | $1.04M | Sell |
11,425
-3,153
| -22% | -$288K | 0.08% | 214 |
|
|
2020
Q1 | $1.16M | Buy |
14,578
+1,283
| +10% | +$102K | 0.11% | 167 |
|
|
2019
Q4 | $1.43M | Sell |
13,295
-245
| -2% | -$26.4K | 0.12% | 159 |
|
|
2019
Q3 | $1.39M | Buy |
13,540
+553
| +4% | +$56.7K | 0.13% | 155 |
|
|
2019
Q2 | $1.31M | Buy |
12,987
+210
| +2% | +$21.2K | 0.14% | 140 |
|
|
2019
Q1 | $1.27M | Sell |
12,777
-291
| -2% | -$28.9K | 0.16% | 144 |
|
|
2018
Q4 | $1.17M | Sell |
13,068
-1,712
| -12% | -$153K | 0.16% | 137 |
|
|
2018
Q3 | $1.45M | Sell |
14,780
-1,939
| -12% | -$190K | 0.18% | 116 |
|
|
2018
Q2 | $1.55M | Sell |
16,719
-126
| -0.7% | -$11.7K | 0.21% | 99 |
|
|
2018
Q1 | $1.54M | Buy |
16,845
+696
| +4% | +$63.5K | 0.21% | 98 |
|
|
2017
Q4 | $1.53M | Buy |
+16,149
| New | +$1.53M | 0.23% | 90 |
|