LA
LM 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 | $272K | Hold |
2,000
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $272K | Hold |
2,000
| – | – | 0.05% | 193 |
|
|
2024
Q4 | $264K | Hold |
2,000
| – | – | 0.05% | 167 |
|
|
2024
Q3 | $284K | Hold |
2,000
| – | – | 0.06% | 147 |
|
|
2024
Q2 | $254K | Hold |
2,000
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $262K | Hold |
2,000
| – | – | 0.04% | 185 |
|
|
2023
Q4 | $250K | Buy |
+2,000
| New | +$250K | 0.05% | 175 |
|