AI
Atria Investments’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 | $2.09M | Buy |
15,375
+2,382
| +18% | +$323K | 0.02% | 705 |
|
|
2025
Q1 | $1.76M | Sell |
12,993
-2,115
| -14% | -$287K | 0.02% | 757 |
|
|
2024
Q4 | $2M | Sell |
15,108
-593
| -4% | -$78.3K | 0.02% | 681 |
|
|
2024
Q3 | $2.23M | Sell |
15,701
-575
| -4% | -$81.7K | 0.03% | 625 |
|
|
2024
Q2 | $2.07M | Sell |
16,276
-1,269
| -7% | -$161K | 0.03% | 624 |
|
|
2024
Q1 | $2.3M | Buy |
17,545
+642
| +4% | +$84.3K | 0.03% | 595 |
|
|
2023
Q4 | $2.11M | Buy |
16,903
+2,458
| +17% | +$307K | 0.03% | 577 |
|
|
2023
Q3 | $1.66M | Buy |
14,445
+3,051
| +27% | +$351K | 0.03% | 644 |
|
|
2023
Q2 | $1.4M | Sell |
11,394
-22
| -0.2% | -$2.7K | 0.03% | 693 |
|
|
2023
Q1 | $1.41M | Sell |
11,416
-1,618
| -12% | -$200K | 0.03% | 670 |
|
|
2022
Q4 | $1.63M | Buy |
13,034
+573
| +5% | +$71.7K | 0.03% | 583 |
|
|
2022
Q3 | $1.39M | Buy |
12,461
+3,604
| +41% | +$402K | 0.03% | 604 |
|
|
2022
Q2 | $1.05M | Buy |
+8,857
| New | +$1.05M | 0.02% | 732 |
|
|
2020
Q1 | – | Sell |
-5,038
| Closed | -$542K | – | 1082 |
|
|
2019
Q4 | $542K | Sell |
5,038
-140
| -3% | -$15.1K | 0.01% | 758 |
|
|
2019
Q3 | $531K | Buy |
5,178
+76
| +1% | +$7.79K | 0.02% | 561 |
|
|
2019
Q2 | $500K | Sell |
5,102
-527
| -9% | -$51.6K | 0.02% | 582 |
|
|
2019
Q1 | $560K | Buy |
5,629
+1,156
| +26% | +$115K | 0.02% | 501 |
|
|
2018
Q4 | $400K | Sell |
4,473
-2,595
| -37% | -$232K | 0.02% | 575 |
|
|
2018
Q3 | $692K | Sell |
7,068
-70
| -1% | -$6.85K | 0.03% | 501 |
|
|
2018
Q2 | $662K | Sell |
7,138
-12,829
| -64% | -$1.19M | 0.03% | 487 |
|
|
2018
Q1 | $1.82M | Sell |
19,967
-1,251
| -6% | -$114K | 0.09% | 232 |
|
|
2017
Q4 | $2.01M | Buy |
21,218
+1,488
| +8% | +$141K | 0.1% | 216 |
|
|
2017
Q3 | $1.8M | Sell |
19,730
-41,012
| -68% | -$3.75M | 0.1% | 205 |
|
|
2017
Q2 | $5.4M | Sell |
60,742
-30,352
| -33% | -$2.7M | 0.33% | 53 |
|
|
2017
Q1 | $8.03M | Buy |
91,094
+34,365
| +61% | +$3.03M | 0.52% | 32 |
|
|
2016
Q4 | $4.85M | Buy |
56,729
+51,616
| +1,010% | +$4.42M | 0.37% | 46 |
|
|
2016
Q3 | $431K | Buy |
5,113
+1,691
| +49% | +$143K | 0.04% | 335 |
|
|
2016
Q2 | $288K | Buy |
+3,422
| New | +$288K | 0.03% | 367 |
|