IFP Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
4,075
-7,049
| -63% | -$957K | 0.02% | 793 |
|
|
2025
Q1 | $1.51M | Sell |
11,124
-1,353
| -11% | -$184K | 0.05% | 432 |
|
|
2024
Q4 | $1.65M | Buy |
12,477
+954
| +8% | +$126K | 0.05% | 380 |
|
|
2024
Q3 | $1.64M | Sell |
11,523
-427
| -4% | -$60.6K | 0.06% | 348 |
|
|
2024
Q2 | $1.52M | Buy |
11,950
+487
| +4% | +$61.9K | 0.06% | 331 |
|
|
2024
Q1 | $1.5M | Sell |
11,463
-2,550
| -18% | -$335K | 0.07% | 312 |
|
|
2023
Q4 | $1.75M | Sell |
14,013
-990
| -7% | -$124K | 0.08% | 267 |
|
|
2023
Q3 | $1.73M | Buy |
15,003
+592
| +4% | +$68.1K | 0.08% | 271 |
|
|
2023
Q2 | $1.77M | Sell |
14,411
-242
| -2% | -$29.7K | 0.07% | 283 |
|
|
2023
Q1 | $1.15M | Sell |
14,653
-1,766
| -11% | -$139K | 0.05% | 345 |
|
|
2022
Q4 | $1.29M | Sell |
16,419
-905
| -5% | -$71.3K | 0.03% | 521 |
|
|
2022
Q3 | $1.36M | Buy |
17,324
+1,977
| +13% | +$155K | 0.04% | 532 |
|
|
2022
Q2 | $1.2M | Hold |
15,347
| – | – | 0.04% | 518 |
|
|
2022
Q1 | $1.2M | Buy |
15,347
+5,908
| +63% | +$463K | 0.04% | 518 |
|
|
2021
Q4 | $1.22M | Buy |
9,439
+169
| +2% | +$21.9K | 0.02% | 356 |
|
|
2021
Q3 | $1.09M | Buy |
9,270
+507
| +6% | +$59.6K | 0.02% | 368 |
|
|
2021
Q2 | $1.07M | Sell |
8,763
-194
| -2% | -$23.7K | 0.02% | 362 |
|
|
2021
Q1 | $1.06M | Buy |
8,957
+1,559
| +21% | +$184K | 0.02% | 353 |
|
|
2020
Q4 | $781K | Buy |
7,398
+91
| +1% | +$9.61K | 0.03% | 393 |
|
|
2020
Q3 | $670K | Sell |
7,307
-4,494
| -38% | -$412K | 0.04% | 366 |
|
|
2020
Q2 | $1.06M | Sell |
11,801
-668
| -5% | -$60.1K | 0.08% | 249 |
|
|
2020
Q1 | $1.01M | Sell |
12,469
-1,166
| -9% | -$94K | 0.1% | 213 |
|
|
2019
Q4 | $1.47M | Sell |
13,635
-2,148
| -14% | -$232K | 0.11% | 214 |
|
|
2019
Q3 | $1.61M | Buy |
+15,783
| New | +$1.61M | 0.11% | 216 |
|
|
2019
Q1 | $1.2M | Sell |
12,078
-13,756
| -53% | -$1.37M | 0.16% | 130 |
|
|
2018
Q4 | $2.29M | Sell |
25,834
-5,789
| -18% | -$514K | 0.14% | 165 |
|
|
2018
Q3 | $3.1M | Sell |
31,623
-2,245
| -7% | -$220K | 0.13% | 186 |
|
|
2018
Q2 | $3.14M | Buy |
33,868
+4,146
| +14% | +$384K | 0.13% | 178 |
|
|
2018
Q1 | $2.81M | Hold |
29,722
| – | – | 0.13% | 184 |
|
|
2017
Q4 | $2.81M | Sell |
29,722
-9,758
| -25% | -$922K | 0.13% | 183 |
|
|
2017
Q3 | $3.61M | Buy |
39,480
+1,152
| +3% | +$105K | 0.14% | 160 |
|
|
2017
Q2 | $3.41M | Sell |
38,328
-18,426
| -32% | -$1.64M | 0.14% | 162 |
|
|
2017
Q1 | $5M | Buy |
56,754
+2,663
| +5% | +$235K | 0.22% | 104 |
|
|
2016
Q4 | $4.63M | Buy |
54,091
+22,875
| +73% | +$1.96M | 0.22% | 96 |
|
|
2016
Q3 | $2.63M | Sell |
31,216
-253
| -0.8% | -$21.3K | 0.14% | 162 |
|
|
2016
Q2 | $2.64M | Buy |
31,469
+19,391
| +161% | +$1.63M | 0.15% | 146 |
|
|
2016
Q1 | $1.2M | Sell |
12,078
-14,106
| -54% | -$1.4M | 0.16% | 130 |
|
|
2015
Q4 | $1.93M | Buy |
+26,184
| New | +$1.93M | 0.13% | 168 |
|