AWM
Apollon Wealth 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 | $2.36M | Buy |
17,358
+2
| +0% | +$271 | 0.05% | 328 |
|
|
2025
Q1 | $2.35M | Buy |
17,356
+250
| +1% | +$33.9K | 0.05% | 293 |
|
|
2024
Q4 | $2.26M | Buy |
17,106
+443
| +3% | +$58.5K | 0.05% | 312 |
|
|
2024
Q3 | $2.37M | Sell |
16,663
-555
| -3% | -$78.8K | 0.07% | 265 |
|
|
2024
Q2 | $2.19M | Sell |
17,218
-1,044
| -6% | -$133K | 0.07% | 261 |
|
|
2024
Q1 | $2.4M | Sell |
18,262
-1,626
| -8% | -$213K | 0.08% | 245 |
|
|
2023
Q4 | $2.49M | Buy |
19,888
+146
| +0.7% | +$18.2K | 0.09% | 210 |
|
|
2023
Q3 | $2.27M | Sell |
19,742
-2,775
| -12% | -$319K | 0.11% | 169 |
|
|
2023
Q2 | $2.76M | Buy |
22,517
+1,483
| +7% | +$182K | 0.13% | 164 |
|
|
2023
Q1 | $2.6M | Sell |
21,034
-897
| -4% | -$111K | 0.16% | 135 |
|
|
2022
Q4 | $2.74M | Buy |
21,931
+331
| +2% | +$41.4K | 0.19% | 113 |
|
|
2022
Q3 | $2.41M | Buy |
21,600
+179
| +0.8% | +$20K | 0.2% | 114 |
|
|
2022
Q2 | $2.54M | Sell |
21,421
-4,426
| -17% | -$525K | 0.21% | 105 |
|
|
2022
Q1 | $3.31M | Sell |
25,847
-41
| -0.2% | -$5.25K | 0.24% | 89 |
|
|
2021
Q4 | $3.34M | Buy |
25,888
+15,950
| +160% | +$2.06M | 0.25% | 85 |
|
|
2021
Q3 | $1.17M | Buy |
9,938
+4,119
| +71% | +$484K | 0.16% | 129 |
|
|
2021
Q2 | $712K | Buy |
5,819
+1,490
| +34% | +$182K | 0.13% | 162 |
|
|
2021
Q1 | $511K | Buy |
+4,329
| New | +$511K | 0.1% | 196 |
|