AE Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
4,404
+4
| +0.1% | +$543 | ﹤0.01% | 865 |
|
|
2025
Q1 | $597K | Sell |
4,400
-178
| -4% | -$24.2K | 0.01% | 865 |
|
|
2024
Q4 | $605K | Buy |
4,578
+156
| +4% | +$20.6K | 0.01% | 849 |
|
|
2024
Q3 | $628K | Sell |
4,422
-299
| -6% | -$42.5K | 0.01% | 821 |
|
|
2024
Q2 | $600K | Buy |
4,721
+1,612
| +52% | +$205K | 0.01% | 832 |
|
|
2024
Q1 | $408K | Sell |
3,109
-42,401
| -93% | -$5.57M | ﹤0.01% | 875 |
|
|
2023
Q4 | $5.64M | Buy |
45,510
+2,590
| +6% | +$321K | 0.03% | 557 |
|
|
2023
Q3 | $4.94M | Buy |
42,920
+237
| +0.6% | +$27.3K | 0.03% | 546 |
|
|
2023
Q2 | $5.23M | Sell |
42,683
-46
| -0.1% | -$5.64K | 0.03% | 524 |
|
|
2023
Q1 | $5.29M | Sell |
42,729
-1,408
| -3% | -$174K | 0.03% | 493 |
|
|
2022
Q4 | $5.52M | Sell |
44,137
-990
| -2% | -$124K | 0.04% | 455 |
|
|
2022
Q3 | $5.03M | Buy |
45,127
+24,169
| +115% | +$2.7M | 0.04% | 432 |
|
|
2022
Q2 | $2.49M | Sell |
20,958
-167
| -0.8% | -$19.8K | 0.02% | 595 |
|
|
2022
Q1 | $2.71M | Buy |
21,125
+11,760
| +126% | +$1.51M | 0.02% | 619 |
|
|
2021
Q4 | $1.21M | Buy |
9,365
+1,470
| +19% | +$190K | 0.01% | 862 |
|
|
2021
Q3 | $928K | Sell |
7,895
-10,713
| -58% | -$1.26M | 0.01% | 885 |
|
|
2021
Q2 | $2.28M | Buy |
18,608
+3,258
| +21% | +$398K | 0.02% | 597 |
|
|
2021
Q1 | $1.81M | Sell |
15,350
-774
| -5% | -$91.4K | 0.02% | 592 |
|
|
2020
Q4 | $1.71M | Buy |
16,124
+11,412
| +242% | +$1.21M | 0.02% | 546 |
|
|
2020
Q3 | $435K | Sell |
4,712
-2,410
| -34% | -$222K | 0.01% | 919 |
|
|
2020
Q2 | $650K | Sell |
7,122
-1,434
| -17% | -$131K | 0.01% | 761 |
|
|
2020
Q1 | $683K | Sell |
8,556
-1,839
| -18% | -$147K | 0.02% | 584 |
|
|
2019
Q4 | $1.12M | Buy |
10,395
+763
| +8% | +$82.1K | 0.02% | 509 |
|
|
2019
Q3 | $988K | Buy |
9,632
+402
| +4% | +$41.2K | 0.03% | 448 |
|
|
2019
Q2 | $931K | Buy |
9,230
+4,179
| +83% | +$422K | 0.03% | 422 |
|
|
2019
Q1 | $502K | Sell |
5,051
-1,746
| -26% | -$174K | 0.03% | 338 |
|
|
2018
Q4 | $609K | Buy |
6,797
+1,141
| +20% | +$102K | 0.1% | 214 |
|
|
2018
Q3 | $554K | Buy |
5,656
+1,565
| +38% | +$153K | 0.03% | 302 |
|
|
2018
Q2 | $379K | Buy |
4,091
+55
| +1% | +$5.1K | 0.03% | 294 |
|
|
2018
Q1 | $368K | Buy |
4,036
+1,167
| +41% | +$106K | 0.03% | 290 |
|
|
2017
Q4 | $271K | Buy |
+2,869
| New | +$271K | 0.02% | 341 |
|