FTWA
Fifth Third Wealth 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 | $8.14M | Buy |
59,967
+1,122
| +2% | +$152K | 0.34% | 49 |
|
|
2025
Q1 | $7.98M | Buy |
58,845
+2,443
| +4% | +$331K | 0.41% | 37 |
|
|
2024
Q4 | $7.45M | Buy |
56,402
+775
| +1% | +$102K | 0.4% | 37 |
|
|
2024
Q3 | $7.9M | Buy |
55,627
+8,393
| +18% | +$1.19M | 0.48% | 31 |
|
|
2024
Q2 | $6.01M | Buy |
47,234
+19,389
| +70% | +$2.47M | 0.46% | 33 |
|
|
2024
Q1 | $3.65M | Buy |
27,845
+24,962
| +866% | +$3.28M | 0.57% | 27 |
|
|
2023
Q4 | $360K | Buy |
2,883
+270
| +10% | +$33.7K | 0.12% | 133 |
|
|
2023
Q3 | $301K | Hold |
2,613
| – | – | 0.12% | 138 |
|
|
2023
Q2 | $320K | Buy |
+2,613
| New | +$320K | 0.21% | 110 |
|