CA
Crewe 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 | $482K | Sell |
3,554
-25
| -0.7% | -$3.39K | 0.07% | 92 |
|
|
2025
Q1 | $486K | Hold |
3,579
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $473K | Sell |
3,579
-35
| -1% | -$4.62K | 0.07% | 78 |
|
|
2024
Q3 | $513K | Sell |
3,614
-378
| -9% | -$53.7K | 0.06% | 80 |
|
|
2024
Q2 | $508K | Hold |
3,992
| – | – | 0.06% | 108 |
|
|
2024
Q1 | $524K | Buy |
3,992
+346
| +9% | +$45.4K | 0.06% | 93 |
|
|
2023
Q4 | $456K | Buy |
3,646
+282
| +8% | +$35.2K | 0.07% | 53 |
|
|
2023
Q3 | $387K | Hold |
3,364
| – | – | 0.07% | 51 |
|
|
2023
Q2 | $412K | Hold |
3,364
| – | – | 0.06% | 87 |
|
|
2023
Q1 | $416K | Hold |
3,364
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $421K | Hold |
3,364
| – | – | 0.07% | 90 |
|
|
2022
Q3 | $375K | Buy |
3,364
+2,987
| +792% | +$333K | 0.07% | 89 |
|
|
2022
Q2 | $45K | Buy |
+377
| New | +$45K | 0.01% | 308 |
|
|
2019
Q1 | – | Sell |
-3,394
| Closed | -$304K | – | 267 |
|
|
2018
Q4 | $304K | Hold |
3,394
| – | – | 0.1% | 43 |
|
|
2018
Q3 | $332K | Hold |
3,394
| – | – | 0.28% | 42 |
|
|
2018
Q2 | $315K | Hold |
3,394
| – | – | 0.29% | 42 |
|
|
2018
Q1 | $310K | Hold |
3,394
| – | – | 0.3% | 38 |
|
|
2017
Q4 | $321K | Buy |
+3,394
| New | +$321K | 0.31% | 37 |
|