Lido 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 | $5.2M | Buy |
38,289
+4,368
| +13% | +$593K | 0.02% | 340 |
|
2025
Q1 | $4.6M | Sell |
33,921
-250
| -0.7% | -$33.9K | 0.02% | 342 |
|
2024
Q4 | $4.51M | Sell |
34,171
-7,185
| -17% | -$949K | 0.02% | 325 |
|
2024
Q3 | $5.87M | Buy |
41,356
+860
| +2% | +$122K | 0.03% | 271 |
|
2024
Q2 | $5.15M | Sell |
40,496
-1,469
| -4% | -$187K | 0.03% | 268 |
|
2024
Q1 | $5.51M | Sell |
41,965
-4,404
| -9% | -$578K | 0.03% | 255 |
|
2023
Q4 | $5.79M | Sell |
46,369
-54
| -0.1% | -$6.75K | 0.04% | 231 |
|
2023
Q3 | $5.34M | Sell |
46,423
-4,170
| -8% | -$480K | 0.04% | 211 |
|
2023
Q2 | $6.2M | Sell |
50,593
-43,113
| -46% | -$5.28M | 0.04% | 183 |
|
2023
Q1 | $11.6M | Buy |
93,706
+84,581
| +927% | +$10.5M | 0.11% | 107 |
|
2022
Q4 | $1.14M | Sell |
9,125
-114
| -1% | -$14.3K | 0.01% | 348 |
|
2022
Q3 | $1.03M | Sell |
9,239
-3,731
| -29% | -$416K | 0.01% | 325 |
|
2022
Q2 | $1.54M | Buy |
12,970
+1,690
| +15% | +$201K | 0.02% | 237 |
|
2022
Q1 | $1.45M | Buy |
11,280
+242
| +2% | +$31K | 0.02% | 285 |
|
2021
Q4 | $1.43M | Sell |
11,038
-76
| -0.7% | -$9.81K | 0.02% | 304 |
|
2021
Q3 | $1.31M | Sell |
11,114
-5,296
| -32% | -$622K | 0.02% | 309 |
|
2021
Q2 | $2.01M | Buy |
16,410
+992
| +6% | +$121K | 0.03% | 230 |
|
2021
Q1 | $1.82M | Sell |
15,418
-156
| -1% | -$18.4K | 0.03% | 211 |
|
2020
Q4 | $1.65M | Buy |
15,574
+3,616
| +30% | +$383K | 0.03% | 213 |
|
2020
Q3 | $1.11M | Sell |
11,958
-3,388
| -22% | -$313K | 0.03% | 219 |
|
2020
Q2 | $1.4M | Sell |
15,346
-1,019
| -6% | -$93K | 0.04% | 179 |
|
2020
Q1 | $1.31M | Sell |
16,365
-518
| -3% | -$41.4K | 0.06% | 168 |
|
2019
Q4 | $1.82M | Buy |
16,883
+81
| +0.5% | +$8.71K | 0.07% | 143 |
|
2019
Q3 | $1.72M | Sell |
16,802
-70,259
| -81% | -$7.21M | 0.09% | 124 |
|
2019
Q2 | $8.78M | Buy |
87,061
+69,051
| +383% | +$6.97M | 0.5% | 34 |
|
2019
Q1 | $1.79M | Buy |
18,010
+6,954
| +63% | +$691K | 0.12% | 103 |
|
2018
Q4 | $989K | Buy |
11,056
+194
| +2% | +$17.4K | 0.1% | 120 |
|
2018
Q3 | $1.06M | Buy |
10,862
+993
| +10% | +$97.2K | 0.1% | 107 |
|
2018
Q2 | $914K | Sell |
9,869
-1,548
| -14% | -$143K | 0.11% | 114 |
|
2018
Q1 | $1.04M | Buy |
11,417
+586
| +5% | +$53.4K | 0.14% | 89 |
|
2017
Q4 | $1.02M | Sell |
10,831
-164
| -1% | -$15.5K | 0.15% | 78 |
|
2017
Q3 | $1.02M | Buy |
10,995
+1,904
| +21% | +$176K | 0.16% | 73 |
|
2017
Q2 | $808K | Hold |
9,091
| – | – | 0.17% | 74 |
|
2017
Q1 | $803K | Sell |
9,091
-167
| -2% | -$14.8K | 0.22% | 69 |
|
2016
Q4 | $792K | Sell |
9,258
-917
| -9% | -$78.4K | 0.2% | 52 |
|
2016
Q3 | $858K | Buy |
10,175
+427
| +4% | +$36K | 0.26% | 37 |
|
2016
Q2 | $818K | Sell |
9,748
-5,854
| -38% | -$491K | 0.25% | 40 |
|
2016
Q1 | $1.25M | Buy |
+15,602
| New | +$1.25M | 0.42% | 18 |
|