Certified Advisory Corp’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 | $914K | Buy |
6,736
+20
| +0.3% | +$2.71K | 0.1% | 158 |
|
|
2025
Q1 | $911K | Buy |
6,716
+16
| +0.2% | +$2.17K | 0.1% | 155 |
|
|
2024
Q4 | $885K | Sell |
6,700
-3
| -0% | -$396 | 0.1% | 154 |
|
|
2024
Q3 | $952K | Buy |
6,703
+500
| +8% | +$71K | 0.11% | 148 |
|
|
2024
Q2 | $789K | Sell |
6,203
-85
| -1% | -$10.8K | 0.1% | 153 |
|
|
2024
Q1 | $825K | Sell |
6,288
-264
| -4% | -$34.6K | 0.12% | 142 |
|
|
2023
Q4 | $819K | Sell |
6,552
-223
| -3% | -$27.9K | 0.12% | 141 |
|
|
2023
Q3 | $779K | Sell |
6,775
-36
| -0.5% | -$4.14K | 0.14% | 126 |
|
|
2023
Q2 | $835K | Buy |
6,811
+838
| +14% | +$103K | 0.15% | 123 |
|
|
2023
Q1 | $739K | Sell |
5,973
-9
| -0.2% | -$1.11K | 0.13% | 145 |
|
|
2022
Q4 | $748K | Buy |
5,982
+569
| +11% | +$71.2K | 0.15% | 138 |
|
|
2022
Q3 | $604K | Buy |
5,413
+407
| +8% | +$45.4K | 0.14% | 136 |
|
|
2022
Q2 | $594K | Buy |
5,006
+15
| +0.3% | +$1.78K | 0.13% | 139 |
|
|
2022
Q1 | $639K | Sell |
4,991
-27
| -0.5% | -$3.46K | 0.14% | 140 |
|
|
2021
Q4 | $648K | Sell |
5,018
-149
| -3% | -$19.2K | 0.14% | 143 |
|
|
2021
Q3 | $607K | Sell |
5,167
-833
| -14% | -$97.9K | 0.15% | 140 |
|
|
2021
Q2 | $734K | Sell |
6,000
-504
| -8% | -$61.7K | 0.18% | 123 |
|
|
2021
Q1 | $768K | Buy |
+6,504
| New | +$768K | 0.2% | 109 |
|
|
2020
Q2 | $841K | Sell |
9,221
-2,423
| -21% | -$221K | 0.28% | 89 |
|
|
2020
Q1 | $930K | Sell |
11,644
-25
| -0.2% | -$2K | 0.37% | 66 |
|
|
2019
Q4 | $1.26M | Sell |
11,669
-86
| -0.7% | -$9.25K | 0.4% | 60 |
|
|
2019
Q3 | $1.21M | Buy |
11,755
+434
| +4% | +$44.5K | 0.42% | 59 |
|
|
2019
Q2 | $1.14M | Sell |
11,321
-66
| -0.6% | -$6.66K | 0.42% | 60 |
|
|
2019
Q1 | $1.13M | Buy |
11,387
+228
| +2% | +$22.7K | 0.48% | 52 |
|
|
2018
Q4 | $999K | Buy |
11,159
+120
| +1% | +$10.7K | 0.52% | 48 |
|
|
2018
Q3 | $1.08M | Buy |
11,039
+106
| +1% | +$10.4K | 0.5% | 48 |
|
|
2018
Q2 | $1.01M | Sell |
10,933
-383
| -3% | -$35.5K | 0.56% | 47 |
|
|
2018
Q1 | $1.03M | Buy |
11,316
+2,484
| +28% | +$227K | 0.61% | 43 |
|
|
2017
Q4 | $834K | Buy |
+8,832
| New | +$834K | 0.6% | 45 |
|