Independent Advisor Alliance’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
2,729
| – | – | 0.01% | 674 |
|
|
2025
Q1 | $370K | Sell |
2,729
-174,677
| -98% | -$23.7M | 0.01% | 598 |
|
|
2024
Q4 | $23.4M | Buy |
+177,406
| New | +$23.4M | 0.31% | 66 |
|
|
2022
Q1 | – | Sell |
-12,455
| Closed | -$1.61M | – | 731 |
|
|
2021
Q4 | $1.61M | Buy |
+12,455
| New | +$1.61M | 0.08% | 191 |
|
|
2020
Q1 | – | Sell |
-46,188
| Closed | -$4.97M | – | 770 |
|
|
2019
Q4 | $4.97M | Buy |
46,188
+40,540
| +718% | +$4.36M | 0.22% | 108 |
|
|
2019
Q3 | $600K | Buy |
+5,648
| New | +$600K | 0.07% | 225 |
|
|
2019
Q2 | – | Sell |
-5,648
| Closed | -$561K | – | 458 |
|
|
2019
Q1 | $561K | Buy |
5,648
+1,358
| +32% | +$135K | 0.08% | 213 |
|
|
2018
Q4 | $412K | Buy |
+4,290
| New | +$412K | 0.07% | 233 |
|
|
2017
Q2 | – | Sell |
-10,672
| Closed | -$935K | – | 376 |
|
|
2017
Q1 | $935K | Buy |
+10,672
| New | +$935K | 0.15% | 170 |
|