Integrated Advisors Network’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
$1.97M Sell
14,544
-32
-0.2% -$4.34K 0.09% 240
2025
Q1
$1.98M Sell
14,576
-110
-0.7% -$14.9K 0.1% 206
2024
Q4
$1.94M Sell
14,686
-631
-4% -$83.4K 0.09% 206
2024
Q3
$2.18M Sell
15,317
-207
-1% -$29.4K 0.1% 200
2024
Q2
$1.97M Buy
15,524
+238
+2% +$30.3K 0.1% 199
2024
Q1
$2.01M Buy
15,286
+3
+0% +$394 0.1% 206
2023
Q4
$1.91M Buy
15,283
+4
+0% +$500 0.11% 202
2023
Q3
$1.76M Sell
15,279
-247
-2% -$28.4K 0.11% 201
2023
Q2
$1.9M Buy
15,526
+126
+0.8% +$15.4K 0.11% 203
2023
Q1
$1.91M Buy
15,400
+44
+0.3% +$5.44K 0.11% 193
2022
Q4
$1.92M Buy
15,356
+808
+6% +$101K 0.12% 188
2022
Q3
$1.62M Buy
14,548
+2,171
+18% +$242K 0.11% 193
2022
Q2
$1.47M Buy
12,377
+2,537
+26% +$301K 0.1% 224
2022
Q1
$1.26M Buy
9,840
+737
+8% +$94.4K 0.07% 263
2021
Q4
$1.18M Sell
9,103
-259
-3% -$33.4K 0.07% 252
2021
Q3
$1.1M Buy
9,362
+3,080
+49% +$362K 0.07% 235
2021
Q2
$768K Buy
6,282
+101
+2% +$12.3K 0.06% 273
2021
Q1
$730K Buy
6,181
+793
+15% +$93.7K 0.07% 252
2020
Q4
$571K Sell
5,388
-414
-7% -$43.9K 0.06% 263
2020
Q3
$536K Sell
5,802
-421
-7% -$38.9K 0.07% 242
2020
Q2
$568K Buy
6,223
+82
+1% +$7.48K 0.07% 241
2020
Q1
$490K Buy
6,141
+2,462
+67% +$196K 0.1% 186
2019
Q4
$396K Buy
+3,679
New +$396K 0.05% 274