AF
Apexium 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 | $8.28M | Sell |
61,019
-3,961
| -6% | -$538K | 0.44% | 36 |
|
|
2025
Q1 | $8.82M | Buy |
64,980
+2,899
| +5% | +$393K | 0.53% | 33 |
|
|
2024
Q4 | $8.2M | Sell |
62,081
-171
| -0.3% | -$22.6K | 0.5% | 30 |
|
|
2024
Q3 | $8.84M | Sell |
62,252
-5,725
| -8% | -$813K | 0.58% | 26 |
|
|
2024
Q2 | $8.65M | Sell |
67,977
-1,916
| -3% | -$244K | 0.62% | 24 |
|
|
2024
Q1 | $9.17M | Sell |
69,893
-2,346
| -3% | -$308K | 0.7% | 20 |
|
|
2023
Q4 | $9.03M | Sell |
72,239
-4,534
| -6% | -$567K | 0.65% | 22 |
|
|
2023
Q3 | $8.83M | Sell |
76,773
-3,815
| -5% | -$439K | 0.89% | 19 |
|
|
2023
Q2 | $9.88M | Sell |
80,588
-677
| -0.8% | -$83K | 0.87% | 16 |
|
|
2023
Q1 | $10.1M | Sell |
81,265
-1,919
| -2% | -$237K | 0.99% | 15 |
|
|
2022
Q4 | $10.4M | Sell |
83,184
-788
| -0.9% | -$98.6K | 1.08% | 14 |
|
|
2022
Q3 | $9.36M | Buy |
83,972
+79,467
| +1,764% | +$8.86M | 1.16% | 11 |
|
|
2022
Q2 | $535K | Buy |
4,505
+38
| +0.9% | +$4.51K | 0.31% | 52 |
|
|
2022
Q1 | $577K | Hold |
4,467
| – | – | 0.3% | 46 |
|
|
2021
Q4 | $577K | Buy |
4,467
+24
| +0.5% | +$3.1K | 0.3% | 47 |
|
|
2021
Q3 | $522K | Buy |
4,443
+201
| +5% | +$23.6K | 0.3% | 48 |
|
|
2021
Q2 | $519K | Buy |
4,242
+18
| +0.4% | +$2.2K | 0.32% | 42 |
|
|
2021
Q1 | $499K | Buy |
4,224
+781
| +23% | +$92.3K | 0.37% | 43 |
|
|
2020
Q4 | $365K | Buy |
3,443
+27
| +0.8% | +$2.86K | 0.29% | 50 |
|
|
2020
Q3 | $316K | Sell |
3,416
-739
| -18% | -$68.4K | 0.26% | 51 |
|
|
2020
Q2 | $379K | Sell |
4,155
-747
| -15% | -$68.1K | 0.34% | 44 |
|
|
2020
Q1 | $391K | Buy |
4,902
+807
| +20% | +$64.4K | 0.52% | 35 |
|
|
2019
Q4 | $441K | Buy |
+4,095
| New | +$441K | 0.57% | 35 |
|