Childress Capital 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 | $519K | Sell |
3,825
-370
| -9% | -$50.2K | 0.13% | 121 |
|
|
2025
Q1 | $569K | Sell |
4,195
-376
| -8% | -$51K | 0.16% | 90 |
|
|
2024
Q4 | $604K | Hold |
4,571
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $649K | Hold |
4,571
| – | – | 0.18% | 85 |
|
|
2024
Q2 | $581K | Hold |
4,571
| – | – | 0.16% | 87 |
|
|
2024
Q1 | $600K | Hold |
4,571
| – | – | 0.17% | 83 |
|
|
2023
Q4 | $571K | Hold |
4,571
| – | – | 0.17% | 82 |
|
|
2023
Q3 | $526K | Buy |
4,571
+600
| +15% | +$69K | 0.17% | 83 |
|
|
2023
Q2 | $487K | Buy |
+3,971
| New | +$487K | 0.21% | 56 |
|
|
2022
Q4 | – | Sell |
-9,206
| Closed | -$1.03M | – | 194 |
|
|
2022
Q3 | $1.03M | Sell |
9,206
-1
| -0% | -$111 | 0.4% | 48 |
|
|
2022
Q2 | $1.09M | Buy |
9,207
+37
| +0.4% | +$4.39K | 0.43% | 46 |
|
|
2022
Q1 | $1.18M | Buy |
+9,170
| New | +$1.18M | 0.41% | 45 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$64K | – | 808 |
|
|
2020
Q4 | $64K | Buy |
+600
| New | +$64K | 0.04% | 191 |
|