Intrua Financial’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 | $916K | Buy |
6,752
+167
| +3% | +$22.7K | 0.12% | 120 |
|
|
2025
Q1 | $893K | Sell |
6,585
-1,178
| -15% | -$160K | 0.13% | 119 |
|
|
2024
Q4 | $1.03M | Sell |
7,763
-269
| -3% | -$35.5K | 0.16% | 104 |
|
|
2024
Q3 | $1.14M | Sell |
8,032
-8,096
| -50% | -$1.15M | 0.17% | 108 |
|
|
2024
Q2 | $2.05M | Sell |
16,128
-777
| -5% | -$98.8K | 0.31% | 63 |
|
|
2024
Q1 | $2.22M | Sell |
16,905
-4,956
| -23% | -$650K | 0.32% | 62 |
|
|
2023
Q4 | $2.73M | Sell |
21,861
-3,409
| -13% | -$426K | 0.4% | 54 |
|
|
2023
Q3 | $2.91M | Sell |
25,270
-4,696
| -16% | -$540K | 0.49% | 46 |
|
|
2023
Q2 | $3.67M | Sell |
29,966
-1,584
| -5% | -$194K | 0.62% | 35 |
|
|
2023
Q1 | $3.83M | Buy |
31,550
+18,948
| +150% | +$2.3M | 0.8% | 30 |
|
|
2022
Q4 | $1.57M | Buy |
12,602
+816
| +7% | +$102K | 0.36% | 66 |
|
|
2022
Q3 | $1.31M | Buy |
11,786
+1,141
| +11% | +$127K | 0.35% | 58 |
|
|
2022
Q2 | $1.26M | Buy |
10,645
+282
| +3% | +$33.5K | 0.27% | 79 |
|
|
2022
Q1 | $1.33M | Buy |
10,363
+129
| +1% | +$16.5K | 0.24% | 88 |
|
|
2021
Q4 | $1.32M | Buy |
10,234
+326
| +3% | +$42.1K | 0.23% | 98 |
|
|
2021
Q3 | $1.21M | Buy |
9,908
+338
| +4% | +$41.3K | 0.22% | 103 |
|
|
2021
Q2 | $1.2M | Sell |
9,570
-145
| -1% | -$18.2K | 0.29% | 78 |
|
|
2021
Q1 | $1.19M | Buy |
9,715
+767
| +9% | +$93.8K | 0.3% | 75 |
|
|
2020
Q4 | $948K | Sell |
8,948
-441
| -5% | -$46.7K | 0.42% | 51 |
|
|
2020
Q3 | $973K | Sell |
9,389
-33,154
| -78% | -$3.44M | 0.48% | 45 |
|
|
2020
Q2 | $4.15M | Buy |
+42,543
| New | +$4.15M | 1.58% | 12 |
|