CAPTRUST Financial Advisors’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 | $19.2M | Buy |
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|
2025
Q1 | $19.2M | Buy |
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|
2024
Q4 | $18.5M | Buy |
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|
2024
Q3 | $19.7M | Sell |
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|
2024
Q2 | $17.9M | Sell |
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|
2024
Q1 | $19M | Sell |
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|
2023
Q4 | $25.8M | Buy |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $18M | Sell |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $9.84M | Buy |
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|
2022
Q1 | $8.55M | Sell |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $9.8M | Buy |
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|
2021
Q2 | $7.28M | Buy |
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|
2021
Q1 | $7.01M | Sell |
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|
2020
Q4 | $6.7M | Buy |
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|
2020
Q3 | $3.32M | Sell |
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|
2020
Q2 | $5.84M | Sell |
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|
2020
Q1 | $6.29M | Sell |
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|
2019
Q4 | $9.53M | Sell |
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|
2019
Q3 | $9.46M | Sell |
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|
2019
Q2 | $9.54M | Buy |
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|
2019
Q1 | $9.25M | Sell |
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|
2018
Q4 | $14.4M | Buy |
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|
2018
Q3 | $6.23M | Buy |
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|
2018
Q2 | $5.89M | Buy |
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|
2018
Q1 | $4.93M | Sell |
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|
2017
Q4 | $6.2M | Buy |
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|
2017
Q3 | $5.7M | Buy |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.78M | Buy |
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|
2016
Q4 | $1.52M | Buy |
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|
2016
Q3 | $54K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $2.5M | Buy |
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|
2015
Q3 | $720K | Hold |
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|
2015
Q2 | $761K | Sell |
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|
2015
Q1 | $1.1M | Sell |
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|
2014
Q4 | $3.85M | Buy |
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|
2014
Q3 | $917K | Sell |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.21M | Buy |
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|
2013
Q3 | $993K | Sell |
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|
2013
Q2 | $1.33M | Buy |
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