Arkadios Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
25,266
+5,043
| +25% | +$684K | 0.1% | 214 |
|
|
2025
Q1 | $2.74M | Buy |
20,223
+3,168
| +19% | +$430K | 0.1% | 226 |
|
|
2024
Q4 | $2.25M | Sell |
17,055
-474
| -3% | -$62.6K | 0.12% | 158 |
|
|
2024
Q3 | $2.49M | Buy |
17,529
+564
| +3% | +$80.1K | 0.14% | 150 |
|
|
2024
Q2 | $2.16M | Buy |
16,965
+12,707
| +298% | +$1.62M | 0.15% | 153 |
|
|
2024
Q1 | $559K | Buy |
4,258
+2
| +0% | +$262 | 0.04% | 364 |
|
|
2023
Q4 | $532K | Buy |
4,256
+1
| +0% | +$125 | 0.05% | 350 |
|
|
2023
Q3 | $489K | Buy |
4,255
+2
| +0% | +$230 | 0.05% | 344 |
|
|
2023
Q2 | $521K | Sell |
4,253
-721
| -14% | -$88.4K | 0.06% | 294 |
|
|
2023
Q1 | $615K | Buy |
4,974
+2
| +0% | +$247 | 0.07% | 268 |
|
|
2022
Q4 | $622K | Buy |
4,972
+602
| +14% | +$75.3K | 0.08% | 251 |
|
|
2022
Q3 | $487K | Buy |
4,370
+698
| +19% | +$77.8K | 0.07% | 272 |
|
|
2022
Q2 | $436K | Sell |
3,672
-589
| -14% | -$69.9K | 0.06% | 309 |
|
|
2022
Q1 | $546K | Buy |
4,261
+1
| +0% | +$128 | 0.07% | 294 |
|
|
2021
Q4 | $550K | Buy |
4,260
+3,783
| +793% | +$488K | 0.07% | 301 |
|
|
2021
Q3 | $56K | Sell |
477
-5,424
| -92% | -$637K | 0.01% | 844 |
|
|
2021
Q2 | $721K | Sell |
5,901
-134
| -2% | -$16.4K | 0.09% | 258 |
|
|
2021
Q1 | $712K | Buy |
6,035
+2,934
| +95% | +$346K | 0.12% | 198 |
|
|
2020
Q4 | $328K | Buy |
3,101
+2,705
| +683% | +$286K | 0.07% | 249 |
|
|
2020
Q3 | $38.6K | Buy |
396
+1
| +0.3% | +$97 | 0.02% | 462 |
|
|
2020
Q2 | $36.2K | Sell |
395
-69
| -15% | -$6.33K | 0.02% | 416 |
|
|
2020
Q1 | $37.1K | Buy |
464
+1
| +0.2% | +$80 | 0.02% | 383 |
|
|
2019
Q4 | $50.3K | Buy |
+463
| New | +$50.3K | 0.03% | 312 |
|