AWM
Aries 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 | $6.98M | Sell |
51,429
-884
| -2% | -$120K | 1.82% | 10 |
|
|
2025
Q1 | $7.1M | Sell |
52,313
-150
| -0.3% | -$20.4K | 1.93% | 9 |
|
|
2024
Q4 | $6.93M | Sell |
52,463
-1,594
| -3% | -$211K | 1.91% | 9 |
|
|
2024
Q3 | $7.68M | Sell |
54,057
-1,800
| -3% | -$256K | 2.11% | 8 |
|
|
2024
Q2 | $7.1M | Sell |
55,857
-275
| -0.5% | -$35K | 2.24% | 9 |
|
|
2024
Q1 | $7.37M | Buy |
56,132
+1,018
| +2% | +$134K | 2.37% | 8 |
|
|
2023
Q4 | $6.89M | Buy |
55,114
+6,506
| +13% | +$813K | 2.46% | 7 |
|
|
2023
Q3 | $5.58M | Buy |
48,608
+968
| +2% | +$111K | 2.18% | 8 |
|
|
2023
Q2 | $5.84M | Buy |
47,640
+764
| +2% | +$93.7K | 2.26% | 7 |
|
|
2023
Q1 | $5.8M | Buy |
46,876
+82
| +0.2% | +$10.1K | 2.38% | 5 |
|
|
2022
Q4 | $5.85M | Sell |
46,794
-400
| -0.8% | -$50K | 2.52% | 5 |
|
|
2022
Q3 | $5.8M | Buy |
47,194
+700
| +2% | +$86.1K | 2.57% | 5 |
|
|
2022
Q2 | $5.52M | Buy |
+46,494
| New | +$5.52M | 2.51% | 6 |
|
|
2022
Q1 | – | Sell |
-42,189
| Closed | -$5.45M | – | 194 |
|
|
2021
Q4 | $5.45M | Sell |
42,189
-1,721
| -4% | -$222K | 2.08% | 9 |
|
|
2021
Q3 | $5.16M | Buy |
43,910
+208
| +0.5% | +$24.5K | 2.18% | 9 |
|
|
2021
Q2 | $5.34M | Buy |
43,702
+410
| +0.9% | +$50.1K | 2.29% | 8 |
|
|
2021
Q1 | $5.2M | Sell |
43,292
-823
| -2% | -$98.8K | 2.33% | 7 |
|
|
2020
Q4 | $4.8M | Buy |
44,115
+285
| +0.7% | +$31K | 2.4% | 7 |
|
|
2020
Q3 | $4.05M | Hold |
43,830
| – | – | 2.3% | 9 |
|
|
2020
Q2 | $4M | Sell |
43,830
-1,200
| -3% | -$109K | 2.44% | 8 |
|
|
2020
Q1 | $3.5M | Buy |
45,030
+1,663
| +4% | +$129K | 2.67% | 5 |
|
|
2019
Q4 | $4.63M | Hold |
43,367
| – | – | 2.83% | 5 |
|
|
2019
Q3 | $4.42M | Buy |
43,367
+1,875
| +5% | +$191K | 2.94% | 5 |
|
|
2019
Q2 | $4.24M | Buy |
41,492
+3,225
| +8% | +$330K | 2.97% | 6 |
|
|
2019
Q1 | $3.8M | Buy |
38,267
+688
| +2% | +$68.4K | 2.84% | 7 |
|
|
2018
Q4 | $3.36M | Buy |
37,579
+4,038
| +12% | +$361K | 3.57% | 3 |
|
|
2018
Q3 | $3.29M | Buy |
33,541
+1,525
| +5% | +$149K | 2.95% | 5 |
|
|
2018
Q2 | $3.08M | Sell |
32,016
-871
| -3% | -$83.9K | 2.85% | 5 |
|
|
2018
Q1 | $3.01M | Buy |
32,887
+2,075
| +7% | +$190K | 2.92% | 6 |
|
|
2017
Q4 | $2.97M | Buy |
+30,812
| New | +$2.97M | 2.73% | 6 |
|