LA
Legacy 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 | – | Sell |
-25,231
| Closed | -$3.42M | – | 338 |
|
|
2025
Q1 | $3.42M | Hold |
25,231
| – | – | 0.35% | 59 |
|
|
2024
Q4 | $3.33M | Hold |
25,231
| – | – | 0.32% | 56 |
|
|
2024
Q3 | $3.58M | Hold |
25,231
| – | – | 0.39% | 48 |
|
|
2024
Q2 | $3.21M | Hold |
25,231
| – | – | 0.39% | 46 |
|
|
2024
Q1 | $3.31M | Hold |
25,231
| – | – | 0.42% | 46 |
|
|
2023
Q4 | $3.15M | Hold |
25,231
| – | – | 0.41% | 47 |
|
|
2023
Q3 | $2.9M | Buy |
25,231
+1,119
| +5% | +$129K | 0.47% | 53 |
|
|
2023
Q2 | $2.96M | Buy |
24,112
+15,237
| +172% | +$1.87M | 0.44% | 50 |
|
|
2023
Q1 | $1.1M | Hold |
8,875
| – | – | 0.2% | 88 |
|
|
2022
Q4 | $1.11M | Sell |
8,875
-264
| -3% | -$33K | 0.2% | 80 |
|
|
2022
Q3 | $1.02M | Hold |
9,139
| – | – | 0.23% | 71 |
|
|
2022
Q2 | $1.09M | Hold |
9,139
| – | – | 0.23% | 71 |
|
|
2022
Q1 | $1.17M | Buy |
+9,139
| New | +$1.17M | 0.23% | 66 |
|