B. Riley Wealth Advisors’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 | $1.22M | Buy |
+9,021
| New | +$1.22M | 0.06% | 297 |
|
|
2024
Q4 | $1.95M | Sell |
14,763
-1,423
| -9% | -$188K | 0.06% | 286 |
|
|
2024
Q3 | $2.29M | Sell |
16,186
-5,657
| -26% | -$801K | 0.06% | 290 |
|
|
2024
Q2 | $2.78M | Sell |
21,843
-2,590
| -11% | -$329K | 0.07% | 260 |
|
|
2024
Q1 | $2.81M | Buy |
24,433
+1,068
| +5% | +$123K | 0.08% | 256 |
|
|
2023
Q4 | $2.92M | Sell |
23,365
-1,068
| -4% | -$133K | 0.08% | 264 |
|
|
2023
Q3 | $2.81M | Sell |
24,433
-1,495
| -6% | -$172K | 0.08% | 256 |
|
|
2023
Q2 | $3.18M | Sell |
25,928
-290
| -1% | -$35.5K | 0.07% | 264 |
|
|
2023
Q1 | $3.24M | Sell |
26,218
-1,207
| -4% | -$149K | 0.09% | 230 |
|
|
2022
Q4 | $3.43M | Buy |
27,425
+3,145
| +13% | +$393K | 0.1% | 222 |
|
|
2022
Q3 | $2.71M | Buy |
24,280
+1,436
| +6% | +$160K | 0.08% | 242 |
|
|
2022
Q2 | $2.71M | Sell |
22,844
-4,466
| -16% | -$530K | 0.11% | 183 |
|
|
2022
Q1 | $3.5M | Sell |
27,310
-3,144
| -10% | -$403K | 0.11% | 186 |
|
|
2021
Q4 | $3.93M | Sell |
30,454
-269
| -0.9% | -$34.7K | 0.11% | 194 |
|
|
2021
Q3 | $3.61M | Buy |
30,723
+1,525
| +5% | +$179K | 0.11% | 197 |
|
|
2021
Q2 | $3.57M | Buy |
29,198
+1,412
| +5% | +$173K | 0.12% | 203 |
|
|
2021
Q1 | $3.28M | Buy |
27,786
+15,140
| +120% | +$1.79M | 0.12% | 200 |
|
|
2020
Q4 | $1.34M | Sell |
12,646
-157
| -1% | -$16.6K | 0.07% | 264 |
|
|
2020
Q3 | $1.18M | Buy |
12,803
+595
| +5% | +$55K | 0.06% | 286 |
|
|
2020
Q2 | $1.11M | Buy |
12,208
+42
| +0.3% | +$3.83K | 0.07% | 259 |
|
|
2020
Q1 | $972K | Sell |
12,166
-83
| -0.7% | -$6.63K | 0.08% | 243 |
|
|
2019
Q4 | $1.32M | Sell |
12,249
-387
| -3% | -$41.6K | 0.11% | 203 |
|
|
2019
Q3 | $1.3M | Buy |
12,636
+988
| +8% | +$101K | 0.13% | 182 |
|
|
2019
Q2 | $1.18M | Sell |
11,648
-1,832
| -14% | -$185K | 0.13% | 178 |
|
|
2019
Q1 | $1.34M | Buy |
13,480
+8,195
| +155% | +$815K | 0.17% | 135 |
|
|
2018
Q4 | $474K | Sell |
5,285
-239
| -4% | -$21.4K | 0.07% | 311 |
|
|
2018
Q3 | $541K | Sell |
5,524
-181
| -3% | -$17.7K | 0.06% | 332 |
|
|
2018
Q2 | $529K | Buy |
5,705
+613
| +12% | +$56.8K | 0.07% | 311 |
|
|
2018
Q1 | $465K | Buy |
5,092
+821
| +19% | +$75K | 0.07% | 328 |
|
|
2017
Q4 | $404K | Buy |
4,271
+505
| +13% | +$47.8K | 0.05% | 367 |
|
|
2017
Q3 | $344K | Buy |
3,766
+8
| +0.2% | +$731 | 0.06% | 344 |
|
|
2017
Q2 | $334K | Sell |
3,758
-42
| -1% | -$3.73K | 0.06% | 335 |
|
|
2017
Q1 | $335K | Sell |
3,800
-762
| -17% | -$67.2K | 0.07% | 311 |
|
|
2016
Q4 | $391K | Sell |
4,562
-9,638
| -68% | -$826K | 0.08% | 281 |
|
|
2016
Q3 | $1.2M | Buy |
14,200
+1,078
| +8% | +$90.9K | 0.24% | 111 |
|
|
2016
Q2 | $1.1M | Buy |
13,122
+688
| +6% | +$57.8K | 0.22% | 118 |
|
|
2016
Q1 | $994K | Sell |
12,434
-1,224
| -9% | -$97.8K | 0.23% | 105 |
|
|
2015
Q4 | $1.01M | Buy |
13,658
+607
| +5% | +$44.7K | 0.2% | 129 |
|
|
2015
Q3 | $942K | Buy |
13,051
+1,782
| +16% | +$129K | 0.23% | 117 |
|
|
2015
Q2 | $860K | Sell |
11,269
-6,051
| -35% | -$462K | 0.21% | 124 |
|
|
2015
Q1 | $1.35M | Sell |
17,320
-3,854
| -18% | -$301K | 0.33% | 72 |
|
|
2014
Q4 | $6.85K | Buy |
21,174
+4,002
| +23% | +$1.29K | 0.15% | 160 |
|
|
2014
Q3 | $1.29M | Sell |
17,172
-6,393
| -27% | -$479K | 0.33% | 65 |
|
|
2014
Q2 | $896K | Buy |
23,565
+4,933
| +26% | +$188K | 0.21% | 104 |
|
|
2014
Q1 | $1.37M | Sell |
18,632
-1,308
| -7% | -$96.2K | 0.41% | 46 |
|
|
2013
Q4 | $1.45M | Buy |
19,940
+2,903
| +17% | +$211K | 0.46% | 41 |
|
|
2013
Q3 | $1.18M | Sell |
17,037
-9,178
| -35% | -$633K | 0.4% | 52 |
|
|
2013
Q2 | $1.74M | Buy |
+26,215
| New | +$1.74M | 0.59% | 27 |
|