AIFAIM
American Institute for Advanced Investment Management’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 | $975K | Hold |
7,185
| – | – | 0.69% | 40 |
|
|
2025
Q1 | $975K | Hold |
7,185
| – | – | 0.74% | 40 |
|
|
2024
Q4 | $949K | Hold |
7,185
| – | – | 0.71% | 45 |
|
|
2024
Q3 | $1.02M | Sell |
7,185
-105
| -1% | -$14.9K | 0.73% | 44 |
|
|
2024
Q2 | $927K | Sell |
7,290
-255
| -3% | -$32.4K | 0.71% | 46 |
|
|
2024
Q1 | $990K | Hold |
7,545
| – | – | 0.78% | 39 |
|
|
2023
Q4 | $943K | Sell |
7,545
-1,495
| -17% | -$187K | 0.83% | 35 |
|
|
2023
Q3 | $1.04M | Sell |
9,040
-4,336
| -32% | -$499K | 0.96% | 30 |
|
|
2023
Q2 | $1.64M | Buy |
13,376
+925
| +7% | +$113K | 1.43% | 16 |
|
|
2023
Q1 | $1.46M | Sell |
12,451
-5,955
| -32% | -$696K | 1.55% | 14 |
|
|
2022
Q4 | $2.3M | Buy |
18,406
+815
| +5% | +$102K | 2.1% | 12 |
|
|
2022
Q3 | $1.96M | Hold |
17,591
| – | – | 1.83% | 17 |
|
|
2022
Q2 | $2.09M | Buy |
17,591
+942
| +6% | +$112K | 1.83% | 14 |
|
|
2022
Q1 | $2.13M | Buy |
16,649
+525
| +3% | +$67.3K | 1.55% | 16 |
|
|
2021
Q4 | $2.08M | Sell |
16,124
-25
| -0.2% | -$3.23K | 1.4% | 20 |
|
|
2021
Q3 | $1.9M | Sell |
16,149
-195
| -1% | -$22.9K | 1.35% | 22 |
|
|
2021
Q2 | $2M | Buy |
16,344
+440
| +3% | +$53.8K | 1.41% | 20 |
|
|
2021
Q1 | $1.88M | Buy |
15,904
+400
| +3% | +$47.2K | 1.43% | 20 |
|
|
2020
Q4 | $1.64M | Buy |
15,504
+925
| +6% | +$98K | 1.32% | 23 |
|
|
2020
Q3 | $1.35M | Buy |
14,579
+75
| +0.5% | +$6.93K | 1.21% | 28 |
|
|
2020
Q2 | $1.32M | Sell |
14,504
-275
| -2% | -$25.1K | 1.25% | 29 |
|
|
2020
Q1 | $1.18M | Buy |
14,779
+4,950
| +50% | +$395K | 1.28% | 25 |
|
|
2019
Q4 | $1.06M | Buy |
+9,829
| New | +$1.06M | 1.02% | 36 |
|