CVA Family Office’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
$17K Hold
125
﹤0.01% 723
2025
Q1
$17K Hold
125
﹤0.01% 709
2024
Q4
$16.5K Hold
125
﹤0.01% 709
2024
Q3
$17.8K Hold
125
﹤0.01% 672
2024
Q2
$15.9K Hold
125
﹤0.01% 678
2024
Q1
$16.4K Hold
125
﹤0.01% 676
2023
Q4
$15.6K Buy
+125
New +$15.6K ﹤0.01% 662
2023
Q3
Sell
-125
Closed -$15.3K 814
2023
Q2
$15.3K Hold
125
﹤0.01% 660
2023
Q1
$15.5K Hold
125
﹤0.01% 635
2022
Q4
$15.6K Hold
125
﹤0.01% 605
2022
Q3
$14K Hold
125
﹤0.01% 587
2022
Q2
$15K Hold
125
﹤0.01% 592
2022
Q1
$16K Hold
125
﹤0.01% 614
2021
Q4
$16K Hold
125
﹤0.01% 564
2021
Q3
$12K Hold
125
0.01% 287
2021
Q2
$15K Hold
125
﹤0.01% 586
2021
Q1
$15K Hold
125
0.01% 466
2020
Q4
$13K Hold
125
0.01% 287
2020
Q3
$12K Hold
125
0.01% 287
2020
Q2
$11K Hold
125
0.01% 254
2020
Q1
$10K Buy
+125
New +$10K 0.01% 240