LIA
LBMC 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 | $360K | Buy |
2,655
+2
| +0.1% | +$271 | 0.03% | 156 |
|
|
2025
Q1 | $360K | Buy |
2,653
+2
| +0.1% | +$271 | 0.03% | 140 |
|
|
2024
Q4 | $350K | Buy |
2,651
+3
| +0.1% | +$396 | 0.03% | 145 |
|
|
2024
Q3 | $376K | Sell |
2,648
-260
| -9% | -$36.9K | 0.03% | 132 |
|
|
2024
Q2 | $370K | Buy |
2,908
+264
| +10% | +$33.6K | 0.03% | 122 |
|
|
2024
Q1 | $347K | Buy |
2,644
+2
| +0.1% | +$262 | 0.03% | 128 |
|
|
2023
Q4 | $330K | Buy |
2,642
+2
| +0.1% | +$250 | 0.03% | 117 |
|
|
2023
Q3 | $298K | Buy |
2,640
+2
| +0.1% | +$225 | 0.03% | 120 |
|
|
2023
Q2 | $323K | Buy |
2,638
+2
| +0.1% | +$245 | 0.03% | 118 |
|
|
2023
Q1 | $326K | Buy |
2,636
+2
| +0.1% | +$247 | 0.03% | 117 |
|
|
2022
Q4 | $330K | Sell |
2,634
-165
| -6% | -$20.6K | 0.03% | 111 |
|
|
2022
Q3 | $312K | Buy |
2,799
+4
| +0.1% | +$446 | 0.04% | 109 |
|
|
2022
Q2 | $332K | Buy |
2,795
+3
| +0.1% | +$356 | 0.04% | 105 |
|
|
2022
Q1 | $358K | Buy |
2,792
+2
| +0.1% | +$256 | 0.03% | 107 |
|
|
2021
Q4 | $360K | Buy |
2,790
+1,863
| +201% | +$240K | 0.03% | 118 |
|
|
2021
Q3 | $327 | Sell |
927
-1,856
| -67% | -$655 | 0.03% | 116 |
|
|
2021
Q2 | $340K | Buy |
2,783
+3
| +0.1% | +$367 | 0.03% | 113 |
|
|
2021
Q1 | $328K | Sell |
2,780
-504
| -15% | -$59.5K | 0.03% | 101 |
|
|
2020
Q4 | $348K | Buy |
3,284
+512
| +18% | +$54.3K | 0.04% | 91 |
|
|
2020
Q3 | $256K | Buy |
+2,772
| New | +$256K | 0.04% | 98 |
|