FIA
Foundations 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 | $218K | Sell |
1,607
-306
| -16% | -$41.5K | ﹤0.01% | 858 |
|
|
2025
Q1 | $260K | Buy |
+1,913
| New | +$260K | ﹤0.01% | 757 |
|
|
2021
Q3 | – | Sell |
-228,745
| Closed | -$28.2M | – | 332 |
|
|
2021
Q2 | $28.2M | Buy |
228,745
+28,036
| +14% | +$3.45M | 1.35% | 8 |
|
|
2021
Q1 | $24M | Buy |
200,709
+42,644
| +27% | +$5.09M | 1.38% | 8 |
|
|
2020
Q4 | $17.2M | Buy |
+158,065
| New | +$17.2M | 1.13% | 11 |
|