Financial Advocates Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History

Financial Advocates Investment Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$879K	Sell	6,472 -69,846	-92%	-$9.48M	0.07%	255
2025 Q1	$10.1M	Buy	76,318 +1,481	+2%	+$197K	0.71%	29
2024 Q4	$9.69M	Buy	74,837 +6,816	+10%	+$883K	0.55%	38
2024 Q3	$9.66M	Sell	68,021 -123	-0.2%	-$17.5K	0.55%	40
2024 Q2	$8.67M	Buy	68,144 +4,748	+7%	+$604K	0.54%	39
2024 Q1	$8.28M	Sell	63,396 -2,216	-3%	-$289K	0.48%	47
2023 Q4	$8.16M	Sell	65,612 -9,050	-12%	-$1.13M	0.53%	36
2023 Q3	$8.58M	Sell	74,662 -3,451	-4%	-$397K	0.62%	28
2023 Q2	$9.36M	Buy	78,113 +5,816	+8%	+$697K	0.67%	24
2023 Q1	$8.94M	Buy	72,297 +6,796	+10%	+$841K	0.64%	24
2022 Q4	$7.78M	Buy	65,501 +19,225	+42%	+$2.28M	0.58%	31
2022 Q3	$5.05M	Buy	46,276 +1,008	+2%	+$110K	0.42%	54
2022 Q2	$5.37M	Buy	45,268 +270	+0.6%	+$32K	0.44%	50
2022 Q1	$5.77M	Buy	44,998 +12	+0%	+$1.54K	0.38%	57
2021 Q4	$5.81M	Sell	44,986 -3,199	-7%	-$413K	0.37%	52
2021 Q3	$5.66M	Sell	48,185 -934	-2%	-$110K	0.38%	50
2021 Q2	$6.01M	Sell	49,119 -16,698	-25%	-$2.04M	0.4%	43
2021 Q1	$7.77M	Sell	65,817 -8,528	-11%	-$1.01M	0.55%	26
2020 Q4	$7.89M	Buy	74,345 +861	+1%	+$91.4K	0.54%	35
2020 Q3	$6.79M	Sell	73,484 -9,793	-12%	-$905K	0.58%	34
2020 Q2	$7.59M	Sell	83,277 -1,985	-2%	-$181K	0.72%	23
2020 Q1	$6.81M	Buy	85,262 +18,090	+27%	+$1.44M	0.97%	20
2019 Q4	$7.23M	Buy	67,172 +10,632	+19%	+$1.14M	0.77%	22
2019 Q3	$5.8M	Sell	56,540 -998	-2%	-$102K	0.66%	30
2019 Q2	$5.8M	Sell	57,538 -1,298	-2%	-$131K	0.67%	29
2019 Q1	$5.85M	Sell	58,836 -146	-0.2%	-$14.5K	0.73%	27
2018 Q4	$5.28M	Sell	58,982 -85	-0.1%	-$7.61K	0.72%	27
2018 Q3	$5.79M	Buy	59,067 +4,535	+8%	+$444K	0.65%	34
2018 Q2	$5.05M	Buy	54,532 +6,690	+14%	+$619K	0.61%	38
2018 Q1	$4.36M	Buy	47,842 +2,959	+7%	+$270K	0.57%	40
2017 Q4	$4.24M	Buy	+44,883	New	+$4.24M	0.58%	39