Caerus Investment 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 | $217K | Hold |
1,600
| – | – | 0.21% | 31 |
|
|
2025
Q1 | $217K | Hold |
1,600
| – | – | 0.21% | 30 |
|
|
2024
Q4 | $211K | Hold |
1,600
| – | – | 0.2% | 30 |
|
|
2024
Q3 | $227K | Hold |
1,600
| – | – | 0.22% | 29 |
|
|
2024
Q2 | $203K | Hold |
1,600
| – | – | 0.2% | 30 |
|
|
2024
Q1 | $210K | Buy |
+1,600
| New | +$210K | 0.2% | 34 |
|
|
2023
Q1 | – | Sell |
-1,600
| Closed | -$200K | – | 53 |
|
|
2022
Q4 | $200K | Buy |
+1,600
| New | +$200K | 0.3% | 42 |
|