Astoria Portfolio 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 | $748K | Buy |
5,359
+993
| +23% | +$139K | 0.21% | 93 |
|
|
2025
Q1 | $567K | Sell |
4,366
-606
| -12% | -$78.6K | 0.19% | 103 |
|
|
2024
Q4 | $652K | Buy |
4,972
+3,297
| +197% | +$432K | 0.23% | 86 |
|
|
2024
Q3 | $237K | Buy |
+1,675
| New | +$237K | 0.08% | 177 |
|
|
2024
Q1 | – | Sell |
-2,923
| Closed | -$360K | – | 204 |
|
|
2023
Q4 | $360K | Sell |
2,923
-674
| -19% | -$82.9K | 0.15% | 107 |
|
|
2023
Q3 | $402K | Sell |
3,597
-5,292
| -60% | -$592K | 0.19% | 100 |
|
|
2023
Q2 | $1.1M | Sell |
8,889
-503
| -5% | -$62.3K | 0.43% | 37 |
|
|
2023
Q1 | $1.15M | Sell |
9,392
-2,630
| -22% | -$323K | 0.49% | 30 |
|
|
2022
Q4 | $1.52M | Buy |
12,022
+2,682
| +29% | +$340K | 0.71% | 23 |
|
|
2022
Q3 | $1.04M | Buy |
9,340
+396
| +4% | +$44.1K | 0.71% | 29 |
|
|
2022
Q2 | $1.06M | Buy |
8,944
+612
| +7% | +$72.7K | 0.78% | 25 |
|
|
2022
Q1 | $1.07M | Buy |
8,332
+5,288
| +174% | +$677K | 0.83% | 28 |
|
|
2021
Q4 | $393K | Buy |
+3,044
| New | +$393K | 0.31% | 86 |
|