Concurrent Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
23,637
+6,187
| +35% | +$840K | 0.06% | 311 |
|
|
2025
Q1 | $2.37M | Buy |
17,450
+11,288
| +183% | +$1.53M | 0.06% | 333 |
|
|
2024
Q4 | $814K | Buy |
6,162
+1,536
| +33% | +$203K | 0.02% | 535 |
|
|
2024
Q3 | $657K | Buy |
4,626
+588
| +15% | +$83.5K | 0.02% | 554 |
|
|
2024
Q2 | $513K | Buy |
4,038
+1,114
| +38% | +$142K | 0.02% | 572 |
|
|
2024
Q1 | $384K | Sell |
2,924
-184
| -6% | -$24.1K | 0.02% | 610 |
|
|
2023
Q4 | $388K | Buy |
+3,108
| New | +$388K | 0.02% | 557 |
|