HIA
HTG 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 | $443K | Buy |
3,265
+82
| +3% | +$11.1K | 0.16% | 47 |
|
|
2025
Q1 | $432K | Sell |
3,183
-105
| -3% | -$14.2K | 0.18% | 43 |
|
|
2024
Q4 | $434K | Hold |
3,288
| – | – | 0.2% | 44 |
|
|
2024
Q3 | $467K | Hold |
3,288
| – | – | 0.22% | 43 |
|
|
2024
Q2 | $418K | Sell |
3,288
-429
| -12% | -$54.6K | 0.23% | 44 |
|
|
2024
Q1 | $488K | Hold |
3,717
| – | – | 0.28% | 40 |
|
|
2023
Q4 | $465K | Hold |
3,717
| – | – | 0.3% | 39 |
|
|
2023
Q3 | $428K | Hold |
3,717
| – | – | 0.34% | 35 |
|
|
2023
Q2 | $456K | Sell |
3,717
-121
| -3% | -$14.8K | 0.38% | 35 |
|
|
2023
Q1 | $475K | Hold |
3,838
| – | – | 0.43% | 32 |
|
|
2022
Q4 | $480K | Buy |
+3,838
| New | +$480K | 0.49% | 30 |
|