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