Hillcrest Wealth Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.71M Sell
2025
Q1
$2.72M Sell
2024
Q4
$2.68M Hold
2024
Q3
$2.88M Hold
2024
Q2
$2.58M Hold
2024
Q1
$2.66M Sell
2023
Q4
$2.96M Hold
2023
Q3
$2.72M Sell
2023
Q2
$2.99M Sell
2023
Q1
$3.07M Sell
2022
Q4
$3.13M Hold
2022
Q3
$2.79M Hold
2022
Q2
$2.97M Hold
2022
Q1
$3.21M Sell
2021
Q4
$3.43M Sell
2021
Q3
$3.39M Buy
2021
Q2
$3.16M Sell
2021
Q1
$3.09M Sell
2020
Q4
$2.83M Hold
2020
Q3
$2.47M Buy
2020
Q2
$2.3M Sell
2020
Q1
$2.04M Sell
2019
Q4
$2.93M Hold
2019
Q3
$2.8M Hold
2019
Q2
$2.75M Hold
2019
Q1
$2.71M Sell
2018
Q4
$2.53M Buy