Atria Wealth Solutions’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 | $5.2M | Sell |
38,189
-35,408
| -48% | -$4.82M | 0.12% | 207 |
|
|
2025
Q1 | $9.99M | Sell |
73,597
-32,732
| -31% | -$4.44M | 0.12% | 181 |
|
|
2024
Q4 | $14M | Buy |
106,329
+4,682
| +5% | +$618K | 0.15% | 144 |
|
|
2024
Q3 | $14.4M | Sell |
101,647
-8,805
| -8% | -$1.25M | 0.16% | 134 |
|
|
2024
Q2 | $14M | Sell |
110,452
-20,199
| -15% | -$2.57M | 0.16% | 137 |
|
|
2024
Q1 | $17.1M | Sell |
130,651
-1,210
| -0.9% | -$159K | 0.19% | 110 |
|
|
2023
Q4 | $16.5M | Sell |
131,861
-341
| -0.3% | -$42.6K | 0.21% | 105 |
|
|
2023
Q3 | $15.2M | Sell |
132,202
-817
| -0.6% | -$94K | 0.21% | 104 |
|
|
2023
Q2 | $16.3M | Buy |
133,019
+2,485
| +2% | +$305K | 0.22% | 98 |
|
|
2023
Q1 | $16.1M | Buy |
130,534
+3,750
| +3% | +$464K | 0.24% | 91 |
|
|
2022
Q4 | $15.9M | Buy |
126,784
+1,729
| +1% | +$216K | 0.25% | 92 |
|
|
2022
Q3 | $13.9M | Buy |
125,055
+10,819
| +9% | +$1.21M | 0.24% | 94 |
|
|
2022
Q2 | $13.6M | Buy |
114,236
+13,895
| +14% | +$1.65M | 0.25% | 81 |
|
|
2022
Q1 | $12.9M | Buy |
+100,341
| New | +$12.9M | 0.21% | 100 |
|