IFA
Index Fund 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 | $1.46M | Sell |
10,752
-1,489
| -12% | -$202K | 0.08% | 41 |
|
|
2025
Q1 | $1.66M | Hold |
12,241
| – | – | 0.1% | 26 |
|
|
2024
Q4 | $1.62M | Hold |
12,241
| – | – | 0.09% | 31 |
|
|
2024
Q3 | $1.74M | Hold |
12,241
| – | – | 0.09% | 30 |
|
|
2024
Q2 | $1.56M | Hold |
12,241
| – | – | 0.09% | 31 |
|
|
2024
Q1 | $1.61M | Hold |
12,241
| – | – | 0.09% | 29 |
|
|
2023
Q4 | $1.53M | Hold |
12,241
| – | – | 0.09% | 28 |
|
|
2023
Q3 | $1.41M | Hold |
12,241
| – | – | 0.09% | 27 |
|
|
2023
Q2 | $1.5M | Hold |
12,241
| – | – | 0.1% | 27 |
|
|
2023
Q1 | $1.51M | Sell |
12,241
-11,275
| -48% | -$1.39M | 0.1% | 22 |
|
|
2022
Q4 | $2.94M | Buy |
+23,516
| New | +$2.94M | 0.21% | 14 |
|