AWM
Atticus 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 | $704K | Hold |
5,185
| – | – | 0.19% | 68 |
|
|
2025
Q1 | $704K | Hold |
5,185
| – | – | 0.23% | 62 |
|
|
2024
Q4 | $685K | Hold |
5,185
| – | – | 0.21% | 59 |
|
|
2024
Q3 | $736K | Buy |
5,185
+29
| +0.6% | +$4.12K | 0.24% | 54 |
|
|
2024
Q2 | $656K | Sell |
5,156
-3,836
| -43% | -$488K | 0.21% | 53 |
|
|
2024
Q1 | $1.18M | Buy |
8,992
+29
| +0.3% | +$3.81K | 0.39% | 38 |
|
|
2023
Q4 | $1.12M | Buy |
8,963
+41
| +0.5% | +$5.12K | 0.4% | 37 |
|
|
2023
Q3 | $1.03M | Sell |
8,922
-234
| -3% | -$26.9K | 0.39% | 36 |
|
|
2023
Q2 | $1.12M | Buy |
9,156
+36
| +0.4% | +$4.41K | 0.41% | 37 |
|
|
2023
Q1 | $1.13M | Buy |
9,120
+32
| +0.4% | +$3.96K | 0.43% | 37 |
|
|
2022
Q4 | $1.14M | Buy |
9,088
+38
| +0.4% | +$4.75K | 0.47% | 39 |
|
|
2022
Q3 | $1.07M | Hold |
9,050
| – | – | 0.52% | 36 |
|
|
2022
Q2 | $1.07M | Hold |
9,050
| – | – | 0.45% | 48 |
|
|
2022
Q1 | $1.16M | Sell |
9,050
-150
| -2% | -$19.2K | 0.42% | 46 |
|
|
2021
Q4 | $1.19M | Hold |
9,200
| – | – | 0.46% | 40 |
|
|
2021
Q3 | $1.08M | Sell |
9,200
-200
| -2% | -$23.5K | 0.47% | 38 |
|
|
2021
Q2 | $1.15M | Hold |
9,400
| – | – | 0.5% | 42 |
|
|
2021
Q1 | $1.11M | Sell |
9,400
-380
| -4% | -$44.8K | 0.53% | 40 |
|
|
2020
Q4 | $1.04M | Sell |
9,780
-520
| -5% | -$55.1K | 0.52% | 40 |
|
|
2020
Q3 | $952K | Sell |
10,300
-302
| -3% | -$27.9K | 0.57% | 40 |
|
|
2020
Q2 | $967K | Sell |
10,602
-2,454
| -19% | -$224K | 0.64% | 35 |
|
|
2020
Q1 | $1.04M | Sell |
13,056
-1,668
| -11% | -$133K | 0.84% | 30 |
|
|
2019
Q4 | $1.58M | Buy |
+14,724
| New | +$1.58M | 1.01% | 28 |
|