GIA
GHP 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 | $501K | Buy |
3,694
+526
| +17% | +$71.4K | 0.02% | 297 |
|
|
2025
Q1 | $430K | Sell |
3,168
-45
| -1% | -$6.11K | 0.02% | 309 |
|
|
2024
Q4 | $424K | Buy |
3,213
+45
| +1% | +$5.95K | 0.02% | 307 |
|
|
2024
Q3 | $450K | Hold |
3,168
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $403K | Sell |
3,168
-108
| -3% | -$13.7K | 0.02% | 312 |
|
|
2024
Q1 | $430K | Sell |
3,276
-4
| -0.1% | -$525 | 0.02% | 313 |
|
|
2023
Q4 | $410K | Hold |
3,280
| – | – | 0.02% | 319 |
|
|
2023
Q3 | $373K | Hold |
3,280
| – | – | 0.02% | 318 |
|
|
2023
Q2 | $407K | Buy |
3,280
+62
| +2% | +$7.7K | 0.02% | 320 |
|
|
2023
Q1 | $398K | Hold |
3,218
| – | – | 0.03% | 315 |
|
|
2022
Q4 | $403K | Hold |
3,218
| – | – | 0.03% | 315 |
|
|
2022
Q3 | $359K | Sell |
3,218
-74
| -2% | -$8.26K | 0.03% | 311 |
|
|
2022
Q2 | $391K | Buy |
3,292
+6
| +0.2% | +$713 | 0.03% | 302 |
|
|
2022
Q1 | $421K | Buy |
3,286
+6
| +0.2% | +$769 | 0.03% | 298 |
|
|
2021
Q4 | $424K | Buy |
3,280
+7
| +0.2% | +$905 | 0.03% | 259 |
|
|
2021
Q3 | $385K | Buy |
3,273
+7
| +0.2% | +$823 | 0.03% | 249 |
|
|
2021
Q2 | $399K | Buy |
3,266
+6
| +0.2% | +$733 | 0.03% | 247 |
|
|
2021
Q1 | $385K | Buy |
+3,260
| New | +$385K | 0.03% | 243 |
|