HNWAG
High Net Worth Advisory Group’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 | $1.21M | Buy |
8,946
+8
| +0.1% | +$1.09K | 0.32% | 67 |
|
|
2025
Q1 | $1.21M | Sell |
8,938
-181
| -2% | -$24.6K | 0.34% | 70 |
|
|
2024
Q4 | $1.2M | Buy |
9,119
+9
| +0.1% | +$1.19K | 0.34% | 67 |
|
|
2024
Q3 | $1.29M | Buy |
9,110
+6
| +0.1% | +$852 | 0.35% | 64 |
|
|
2024
Q2 | $1.16M | Sell |
9,104
-292
| -3% | -$37.1K | 0.35% | 63 |
|
|
2024
Q1 | $1.23M | Buy |
9,396
+30
| +0.3% | +$3.94K | 0.39% | 61 |
|
|
2023
Q4 | $1.17M | Buy |
9,366
+589
| +7% | +$73.6K | 0.43% | 55 |
|
|
2023
Q3 | $1.01M | Hold |
8,777
| – | – | 0.4% | 63 |
|
|
2023
Q2 | $1.08M | Buy |
8,777
+13
| +0.1% | +$1.59K | 0.42% | 61 |
|
|
2023
Q1 | $1.08M | Buy |
8,764
+33
| +0.4% | +$4.08K | 0.44% | 59 |
|
|
2022
Q4 | $1.09M | Hold |
8,731
| – | – | 0.42% | 56 |
|
|
2022
Q3 | $973K | Buy |
8,731
+1
| +0% | +$111 | 0.42% | 59 |
|
|
2022
Q2 | $1.04M | Sell |
8,730
-67
| -0.8% | -$7.95K | 0.43% | 56 |
|
|
2022
Q1 | $1.13M | Sell |
8,797
-1,064
| -11% | -$136K | 0.41% | 58 |
|
|
2021
Q4 | $1.27M | Buy |
+9,861
| New | +$1.27M | 0.44% | 57 |
|