Column 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
2023
Q3
$529K Hold
4,600
0.08% 81
2023
Q2
$564K Buy
4,600
+1,800
+64% +$221K 0.08% 79
2023
Q1
$346K Hold
2,800
0.05% 94
2022
Q4
$350K Sell
2,800
-200,700
-99% -$25.1M 0.06% 83
2022
Q3
$513K Buy
203,500
+198,900
+4,324% +$501K 0.11% 60
2022
Q2
$546K Hold
4,600
0.1% 60
2022
Q1
$589K Hold
4,600
0.11% 63
2021
Q4
$594K Hold
4,600
0.11% 65
2021
Q3
$541K Hold
4,600
0.11% 64
2021
Q2
$562K Hold
4,600
0.12% 64
2021
Q1
$543K Hold
4,600
0.12% 61
2020
Q4
$487K Buy
4,600
+3,600
+360% +$381K 0.12% 60
2020
Q3
$92K Hold
1,000
0.03% 164
2020
Q2
$91K Hold
1,000
0.03% 161
2020
Q1
$80K Hold
1,000
0.03% 142
2019
Q4
$107K Buy
+1,000
New +$107K 0.05% 142