Axxcess 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 | $1.04M | Sell |
7,687
-125
| -2% | -$17K | 0.02% | 416 |
|
|
2025
Q1 | $1.06M | Sell |
7,812
-11,405
| -59% | -$1.55M | 0.03% | 383 |
|
|
2024
Q4 | $2.54M | Buy |
19,217
+1,262
| +7% | +$167K | 0.06% | 232 |
|
|
2024
Q3 | $2.55M | Sell |
17,955
-426
| -2% | -$60.5K | 0.06% | 225 |
|
|
2024
Q2 | $2.34M | Buy |
18,381
+1,757
| +11% | +$223K | 0.06% | 227 |
|
|
2024
Q1 | $2.18M | Sell |
16,624
-4,346
| -21% | -$570K | 0.06% | 236 |
|
|
2023
Q4 | $2.62M | Sell |
20,970
-279
| -1% | -$34.9K | 0.08% | 202 |
|
|
2023
Q3 | $2.44M | Buy |
21,249
+4,720
| +29% | +$543K | 0.08% | 179 |
|
|
2023
Q2 | $2.03M | Sell |
16,529
-1,110
| -6% | -$136K | 0.15% | 132 |
|
|
2023
Q1 | $2.18M | Buy |
17,639
+1,134
| +7% | +$140K | 0.17% | 127 |
|
|
2022
Q4 | $2.06M | Buy |
16,505
+6,225
| +61% | +$779K | 0.17% | 120 |
|
|
2022
Q3 | $1.15M | Buy |
10,280
+6,737
| +190% | +$751K | 0.11% | 168 |
|
|
2022
Q2 | $421K | Hold |
3,543
| – | – | 0.04% | 334 |
|
|
2022
Q1 | $454K | Buy |
3,543
+90
| +3% | +$11.5K | 0.04% | 371 |
|
|
2021
Q4 | $446K | Buy |
+3,453
| New | +$446K | 0.03% | 380 |
|