Cetera 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
2024
Q1
$9.61M Buy
73,208
+32,440
+80% +$4.26M 0.08% 260
2023
Q4
$5.09M Buy
40,768
+967
+2% +$121K 0.07% 277
2023
Q3
$4.58M Sell
39,801
-1,202
-3% -$138K 0.07% 267
2023
Q2
$5.03M Buy
41,003
+2,026
+5% +$248K 0.08% 235
2023
Q1
$4.82M Buy
38,977
+498
+1% +$61.6K 0.08% 248
2022
Q4
$4.81M Buy
38,479
+4,332
+13% +$542K 0.09% 246
2022
Q3
$3.81M Buy
34,147
+2,708
+9% +$302K 0.1% 211
2022
Q2
$3.73M Sell
31,439
-1,129
-3% -$134K 0.08% 244
2022
Q1
$4.17M Buy
32,568
+3,472
+12% +$445K 0.08% 256
2021
Q4
$3.76M Buy
29,096
+1,153
+4% +$149K 0.08% 264
2021
Q3
$3.29M Buy
27,943
+5,587
+25% +$657K 0.06% 292
2021
Q2
$2.73M Buy
22,356
+433
+2% +$53K 0.06% 296
2021
Q1
$2.59M Buy
21,923
+697
+3% +$82.3K 0.07% 265
2020
Q4
$2.25M Sell
21,226
-5,694
-21% -$603K 0.07% 256
2020
Q3
$2.49M Sell
26,920
-1,751
-6% -$162K 0.09% 203
2020
Q2
$2.62M Buy
28,671
+1,740
+6% +$159K 0.11% 184
2020
Q1
$2.06M Sell
26,931
-5,007
-16% -$383K 0.11% 191
2019
Q4
$3.44M Buy
31,938
+3,188
+11% +$343K 0.15% 146
2019
Q3
$2.95M Sell
28,750
-148
-0.5% -$15.2K 0.13% 157
2019
Q2
$2.93M Buy
28,898
+4,205
+17% +$427K 0.13% 163
2019
Q1
$2.46M Buy
24,693
+1,008
+4% +$100K 0.12% 166
2018
Q4
$2.13M Sell
23,685
-39
-0.2% -$3.5K 0.12% 167
2018
Q3
$2.33M Sell
23,724
-9,901
-29% -$971K 0.11% 180
2018
Q2
$3.12M Sell
33,625
-2,184
-6% -$202K 0.18% 129
2018
Q1
$3.27M Sell
35,809
-3,159
-8% -$289K 0.2% 129
2017
Q4
$3.68M Buy
38,968
+852
+2% +$80.4K 0.22% 102
2017
Q3
$3.49M Sell
38,116
-5,008
-12% -$458K 0.21% 111
2017
Q2
$3.84M Sell
43,124
-453
-1% -$40.3K 0.24% 99
2017
Q1
$3.84M Buy
43,577
+3,840
+10% +$339K 0.26% 91
2016
Q4
$3.41M Buy
39,737
+2,691
+7% +$231K 0.26% 92
2016
Q3
$3.14M Sell
37,046
-7,282
-16% -$616K 0.24% 91
2016
Q2
$3.73M Buy
44,328
+3,905
+10% +$329K 0.29% 77
2016
Q1
$3.24M Sell
40,423
-5,920
-13% -$474K 0.27% 88
2015
Q4
$3.41M Buy
46,343
+9,621
+26% +$708K 0.29% 79
2015
Q3
$2.65M Sell
36,722
-5,330
-13% -$385K 0.25% 92
2015
Q2
$3.21M Sell
42,052
-3,610
-8% -$275K 0.27% 98
2015
Q1
$3.57M Buy
45,662
+1,226
+3% +$95.9K 0.33% 70
2014
Q4
$3.51M Buy
44,436
+5,589
+14% +$441K 0.34% 72
2014
Q3
$2.91M Buy
38,847
+7,739
+25% +$579K 0.22% 76
2014
Q2
$2.38M Buy
31,108
+5,837
+23% +$446K 0.27% 93
2014
Q1
$1.86M Sell
25,271
-3,474
-12% -$256K 0.26% 90
2013
Q4
$2.09M Buy
28,745
+2,589
+10% +$188K 0.31% 79
2013
Q3
$1.81M Buy
26,156
+2,621
+11% +$181K 0.32% 78
2013
Q2
$1.56M Buy
+23,535
New +$1.56M 0.33% 79