HWA
HHM 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 | $892K | Hold |
6,575
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $892K | Hold |
6,575
| – | – | 0.12% | 70 |
|
|
2024
Q4 | $869K | Buy |
6,575
+147
| +2% | +$19.4K | 0.12% | 70 |
|
|
2024
Q3 | $913K | Hold |
6,428
| – | – | 0.13% | 67 |
|
|
2024
Q2 | $818K | Hold |
6,428
| – | – | 0.12% | 68 |
|
|
2024
Q1 | $844K | Hold |
6,428
| – | – | 0.14% | 58 |
|
|
2023
Q4 | $803K | Sell |
6,428
-71
| -1% | -$8.87K | 0.14% | 57 |
|
|
2023
Q3 | $747K | Hold |
6,499
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $797K | Hold |
6,499
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $804K | Buy |
6,499
+121
| +2% | +$15K | 0.16% | 47 |
|
|
2022
Q4 | $798K | Hold |
6,378
| – | – | 0.18% | 43 |
|
|
2022
Q3 | $711K | Hold |
6,378
| – | – | 0.19% | 40 |
|
|
2022
Q2 | $757K | Sell |
6,378
-515
| -7% | -$61.1K | 0.19% | 44 |
|
|
2022
Q1 | $883K | Hold |
6,893
| – | – | 0.21% | 40 |
|
|
2021
Q4 | $890K | Hold |
6,893
| – | – | 0.21% | 39 |
|
|
2021
Q3 | $810K | Hold |
6,893
| – | – | 0.22% | 40 |
|
|
2021
Q2 | $843K | Hold |
6,893
| – | – | 0.23% | 37 |
|
|
2021
Q1 | $814K | Hold |
6,893
| – | – | 0.25% | 32 |
|
|
2020
Q4 | $730K | Hold |
6,893
| – | – | 0.25% | 34 |
|
|
2020
Q3 | $637K | Hold |
6,893
| – | – | 0.25% | 35 |
|
|
2020
Q2 | $629K | Hold |
6,893
| – | – | 0.26% | 33 |
|
|
2020
Q1 | $550K | Sell |
6,893
-181
| -3% | -$14.4K | 0.27% | 33 |
|
|
2019
Q4 | $761K | Sell |
7,074
-182
| -3% | -$19.6K | 0.37% | 30 |
|
|
2019
Q3 | $744K | Hold |
7,256
| – | – | 0.42% | 27 |
|
|
2019
Q2 | $732K | Hold |
7,256
| – | – | 0.43% | 25 |
|
|
2019
Q1 | $721K | Buy |
7,256
+363
| +5% | +$36.1K | 0.46% | 24 |
|
|
2018
Q4 | $617K | Buy |
+6,893
| New | +$617K | 0.45% | 23 |
|