Avantax Advisory Services’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 | $13.7M | Sell |
100,578
-778
| -0.8% | -$106K | 0.08% | 201 |
|
|
2025
Q1 | $13.8M | Sell |
101,356
-8,746
| -8% | -$1.19M | 0.08% | 190 |
|
|
2024
Q4 | $14.5M | Buy |
110,102
+1,335
| +1% | +$176K | 0.09% | 168 |
|
|
2024
Q3 | $15.4M | Buy |
108,767
+659
| +0.6% | +$93.6K | 0.1% | 155 |
|
|
2024
Q2 | $13.7M | Buy |
108,108
+1,636
| +2% | +$208K | 0.1% | 160 |
|
|
2024
Q1 | $14M | Sell |
106,472
-2,361
| -2% | -$310K | 0.12% | 124 |
|
|
2023
Q4 | $13.6M | Sell |
108,833
-690
| -0.6% | -$86.2K | 0.14% | 121 |
|
|
2023
Q3 | $12.6M | Buy |
109,523
+21,073
| +24% | +$2.42M | 0.14% | 115 |
|
|
2023
Q2 | $10.8M | Sell |
88,450
-518
| -0.6% | -$63.5K | 0.12% | 138 |
|
|
2023
Q1 | $11M | Buy |
88,968
+2,891
| +3% | +$358K | 0.13% | 130 |
|
|
2022
Q4 | $10.8M | Buy |
86,077
+8,418
| +11% | +$1.05M | 0.14% | 123 |
|
|
2022
Q3 | $8.66M | Buy |
77,659
+29,313
| +61% | +$3.27M | 0.13% | 121 |
|
|
2022
Q2 | $5.74M | Sell |
48,346
-1,569
| -3% | -$186K | 0.09% | 172 |
|
|
2022
Q1 | $6.4M | Buy |
49,915
+1,000
| +2% | +$128K | 0.09% | 167 |
|
|
2021
Q4 | $6.32M | Buy |
48,915
+1,510
| +3% | +$195K | 0.1% | 160 |
|
|
2021
Q3 | $5.58M | Buy |
47,405
+1,591
| +3% | +$187K | 0.09% | 161 |
|
|
2021
Q2 | $5.6M | Sell |
45,814
-1,121
| -2% | -$137K | 0.1% | 156 |
|
|
2021
Q1 | $5.54M | Buy |
46,935
+2,528
| +6% | +$298K | 0.12% | 139 |
|
|
2020
Q4 | $4.71M | Sell |
44,407
-70,422
| -61% | -$7.47M | 0.11% | 140 |
|
|
2020
Q3 | $10.6M | Buy |
114,829
+74,658
| +186% | +$6.9M | 0.17% | 107 |
|
|
2020
Q2 | $3.67M | Sell |
40,171
-51,771
| -56% | -$4.73M | 0.11% | 144 |
|
|
2020
Q1 | $7.34M | Buy |
91,942
+50,114
| +120% | +$4M | 0.22% | 73 |
|
|
2019
Q4 | $4.5M | Buy |
41,828
+11,885
| +40% | +$1.28M | 0.1% | 125 |
|
|
2019
Q3 | $3.08M | Buy |
29,943
+2,731
| +10% | +$281K | 0.12% | 86 |
|
|
2019
Q2 | $2.75M | Buy |
27,212
+8,653
| +47% | +$873K | 0.12% | 86 |
|
|
2019
Q1 | $1.85M | Buy |
18,559
+4,191
| +29% | +$417K | 0.1% | 110 |
|
|
2018
Q4 | $1.28M | Buy |
+14,368
| New | +$1.28M | 0.22% | 109 |
|