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

Hillcrest Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity

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