American Capital Advisory’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
$24.5K Sell
180
-7
-4% -$951 0.01% 247
2025
Q1
$25.4K Hold
187
0.01% 244
2024
Q4
$24.7K Sell
187
-21
-10% -$2.78K 0.01% 239
2024
Q3
$29.6K Sell
208
-106
-34% -$15.1K 0.02% 221
2024
Q2
$39.3K Hold
314
0.03% 168
2024
Q1
$38.9K Hold
314
0.03% 158
2023
Q4
$39.3K Buy
+314
New +$39.3K 0.03% 168