LSIA
LaSalle St. Investment 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 | $882K | Sell |
6,500
-214
| -3% | -$29K | 0.24% | 86 |
|
2025
Q1 | $911K | Sell |
6,714
-161
| -2% | -$21.8K | 0.21% | 86 |
|
2024
Q4 | $908K | Buy |
6,875
+6
| +0.1% | +$792 | 0.28% | 69 |
|
2024
Q3 | $975K | Buy |
6,869
+8
| +0.1% | +$1.14K | 0.38% | 46 |
|
2024
Q2 | $873K | Sell |
6,861
-2
| -0% | -$254 | 0.44% | 41 |
|
2024
Q1 | $869K | Buy |
6,863
+1,864
| +37% | +$236K | 0.49% | 36 |
|
2023
Q4 | $6.25M | Sell |
4,999
-71
| -1% | -$88.7K | 0.42% | 37 |
|
2023
Q3 | $583K | Sell |
5,070
-60
| -1% | -$6.9K | 0.29% | 48 |
|
2023
Q2 | $628K | Buy |
5,130
+27
| +0.5% | +$3.31K | 0.28% | 48 |
|
2023
Q1 | $631K | Sell |
5,103
-26
| -0.5% | -$3.22K | 0.28% | 53 |
|
2022
Q4 | $641K | Buy |
+5,129
| New | +$641K | 0.3% | 49 |
|