Aptus Capital Advisors’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 | $1.73M | Buy |
12,777
+120
| +0.9% | +$16.3K | 0.01% | 433 |
|
|
2025
Q1 | $1.72M | Buy |
12,657
+1,563
| +14% | +$212K | 0.02% | 417 |
|
|
2024
Q4 | $1.47M | Buy |
11,094
+7,782
| +235% | +$1.03M | 0.02% | 443 |
|
|
2024
Q3 | $470K | Buy |
3,312
+574
| +21% | +$81.5K | 0.01% | 552 |
|
|
2024
Q2 | $348K | Sell |
2,738
-1,205
| -31% | -$153K | 0.01% | 579 |
|
|
2024
Q1 | $517K | Buy |
3,943
+89
| +2% | +$11.7K | 0.01% | 504 |
|
|
2023
Q4 | $482K | Sell |
3,854
-383
| -9% | -$47.9K | 0.01% | 382 |
|
|
2023
Q3 | $487K | Buy |
4,237
+3,396
| +404% | +$391K | 0.01% | 381 |
|
|
2023
Q2 | $103K | Sell |
841
-152
| -15% | -$18.6K | ﹤0.01% | 516 |
|
|
2023
Q1 | $123K | Sell |
993
-10,243
| -91% | -$1.27M | ﹤0.01% | 499 |
|
|
2022
Q4 | $1.41M | Sell |
11,236
-2,634
| -19% | -$330K | 0.04% | 245 |
|
|
2022
Q3 | $1.55M | Buy |
13,870
+13,305
| +2,355% | +$1.48M | 0.04% | 219 |
|
|
2022
Q2 | $67K | Buy |
565
+151
| +36% | +$17.9K | ﹤0.01% | 441 |
|
|
2022
Q1 | $53K | Sell |
414
-251
| -38% | -$32.1K | ﹤0.01% | 496 |
|
|
2021
Q4 | $86K | Hold |
665
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $78K | Sell |
665
-231
| -26% | -$27.1K | ﹤0.01% | 375 |
|
|
2021
Q2 | $110K | Hold |
896
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $106K | Sell |
896
-31
| -3% | -$3.67K | ﹤0.01% | 347 |
|
|
2020
Q4 | $98K | Buy |
927
+896
| +2,890% | +$94.7K | ﹤0.01% | 318 |
|
|
2020
Q3 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 433 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 473 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 424 |
|