Kingswood Wealth Advisors’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 | $4M | Buy |
29,469
+1,159
| +4% | +$157K | 0.32% | 66 |
|
|
2025
Q1 | $3.84M | Sell |
28,310
-11,379
| -29% | -$1.54M | 0.35% | 62 |
|
|
2024
Q4 | $5.24M | Buy |
39,689
+8,996
| +29% | +$1.19M | 0.39% | 42 |
|
|
2024
Q3 | $4.36M | Buy |
30,693
+9,206
| +43% | +$1.31M | 0.31% | 71 |
|
|
2024
Q2 | $2.73M | Buy |
21,487
+1,049
| +5% | +$133K | 0.25% | 87 |
|
|
2024
Q1 | $2.68M | Buy |
20,438
+944
| +5% | +$124K | 0.31% | 71 |
|
|
2023
Q4 | $2.44M | Buy |
19,494
+3,578
| +22% | +$447K | 0.28% | 78 |
|
|
2023
Q3 | $1.83M | Buy |
15,916
+11,917
| +298% | +$1.37M | 0.31% | 81 |
|
|
2023
Q2 | $490K | Buy |
+3,999
| New | +$490K | 0.16% | 138 |
|