Capital Advisors Ltd’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $19.8M | Sell |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $21.5M | Sell |
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|
2024
Q2 | $19.8M | Sell |
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|
2024
Q1 | $21.4M | Sell |
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|
2023
Q4 | $20.7M | Sell |
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|
2023
Q3 | $19.8M | Buy |
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|
2023
Q2 | $21M | Buy |
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|
2023
Q1 | $21.1M | Sell |
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|
2022
Q4 | $21.5M | Buy |
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|
2022
Q3 | $19M | Buy |
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|
2022
Q2 | $20.1M | Buy |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $19.1M | Buy |
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|
2021
Q2 | $19.4M | Buy |
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|
2021
Q1 | $17.6M | Buy |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | $13.3M | Sell |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $11.5M | Sell |
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|
2019
Q4 | $15.5M | Buy |
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|
2019
Q3 | $14.3M | Buy |
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|
2019
Q2 | $13.4M | Sell |
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|
2019
Q1 | $13.9M | Buy |
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|
2018
Q4 | $12.2M | Buy |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q2 | $11.5M | Sell |
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|
2018
Q1 | $11.6M | Sell |
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|
2017
Q4 | $12M | Buy |
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|
2017
Q3 | $11.5M | Buy |
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|
2017
Q2 | $10.9M | Buy |
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|
2017
Q1 | $10.4M | Buy |
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|
2016
Q4 | $9.9M | Buy |
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|
2016
Q3 | $9.36M | Buy |
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|
2016
Q2 | $9.04M | Buy |
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|
2016
Q1 | $8.55M | Buy |
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|
2015
Q4 | $7.81M | Sell |
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|
2015
Q3 | $7.96M | Sell |
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|
2015
Q2 | $8.78M | Sell |
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|
2015
Q1 | $9.08M | Buy |
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|
2014
Q4 | $8.85M | Buy |
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|
2014
Q3 | $7.92M | Buy |
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|
2014
Q2 | $7.9M | Buy |
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|
2014
Q1 | $7.38M | Buy |
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|
2013
Q4 | $6.56M | Buy |
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