LWA
Lowe Wealth 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 | $18.5K | Hold |
136
| – | – | 0.01% | 207 |
|
|
2025
Q1 | $18.5K | Hold |
136
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $18K | Hold |
136
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $19.3K | Hold |
136
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $17.3K | Hold |
136
| – | – | 0.01% | 183 |
|
|
2024
Q1 | $17.8K | Sell |
136
-60
| -31% | -$7.88K | 0.01% | 174 |
|
|
2023
Q4 | $24.5K | Hold |
196
| – | – | 0.01% | 149 |
|
|
2023
Q3 | $22.5K | Hold |
196
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $24K | Sell |
196
-20
| -9% | -$2.45K | 0.01% | 147 |
|
|
2023
Q1 | $26.7K | Hold |
216
| – | – | 0.01% | 140 |
|
|
2022
Q4 | $27K | Hold |
216
| – | – | 0.01% | 139 |
|
|
2022
Q3 | $24K | Hold |
216
| – | – | 0.01% | 139 |
|
|
2022
Q2 | $26K | Hold |
216
| – | – | 0.01% | 127 |
|
|
2022
Q1 | $28K | Hold |
216
| – | – | 0.01% | 133 |
|
|
2021
Q4 | $28K | Hold |
216
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $25K | Hold |
216
| – | – | 0.01% | 129 |
|
|
2021
Q2 | $26K | Hold |
216
| – | – | 0.01% | 127 |
|
|
2021
Q1 | $25K | Sell |
216
-60
| -22% | -$6.94K | 0.01% | 121 |
|
|
2020
Q4 | $29K | Hold |
276
| – | – | 0.01% | 111 |
|
|
2020
Q3 | $26K | Sell |
276
-2,210
| -89% | -$208K | 0.01% | 102 |
|
|
2020
Q2 | $227K | Sell |
2,486
-12,568
| -83% | -$1.15M | 0.13% | 29 |
|
|
2020
Q1 | $1.2M | Sell |
15,054
-44,818
| -75% | -$3.58M | 0.85% | 14 |
|
|
2019
Q4 | $6.44M | Sell |
59,872
-5
| -0% | -$538 | 3.58% | 8 |
|
|
2019
Q3 | $6.14M | Sell |
59,877
-4,525
| -7% | -$464K | 3.67% | 8 |
|
|
2019
Q2 | $6.5M | Buy |
64,402
+673
| +1% | +$67.9K | 3.9% | 7 |
|
|
2019
Q1 | $6.34M | Sell |
63,729
-924
| -1% | -$91.9K | 3.84% | 7 |
|
|
2018
Q4 | $5.79M | Sell |
64,653
-1,917
| -3% | -$172K | 3.96% | 7 |
|
|
2018
Q3 | $6.52M | Buy |
66,570
+1,420
| +2% | +$139K | 3.86% | 9 |
|
|
2018
Q2 | $6.04M | Buy |
65,150
+230
| +0.4% | +$21.3K | 3.75% | 10 |
|
|
2018
Q1 | $5.92M | Buy |
64,920
+527
| +0.8% | +$48.1K | 3.72% | 10 |
|
|
2017
Q4 | $6.08M | Sell |
64,393
-400
| -0.6% | -$37.8K | 3.71% | 10 |
|
|
2017
Q3 | $5.92M | Sell |
64,793
-175
| -0.3% | -$16K | 3.7% | 10 |
|
|
2017
Q2 | $5.78M | Buy |
64,968
+1,895
| +3% | +$168K | 3.68% | 10 |
|
|
2017
Q1 | $5.56M | Buy |
63,073
+295
| +0.5% | +$26K | 3.66% | 11 |
|
|
2016
Q4 | $5.37M | Sell |
62,778
-980
| -2% | -$83.8K | 3.67% | 11 |
|
|
2016
Q3 | $5.38M | Sell |
63,758
-110
| -0.2% | -$9.28K | 3.64% | 10 |
|
|
2016
Q2 | $5.36M | Buy |
63,868
+1,190
| +2% | +$99.9K | 3.6% | 10 |
|
|
2016
Q1 | $5.01M | Buy |
62,678
+1,800
| +3% | +$144K | 3.44% | 10 |
|
|
2015
Q4 | $4.48M | Sell |
60,878
-376
| -0.6% | -$27.7K | 3.05% | 11 |
|
|
2015
Q3 | $4.42M | Sell |
61,254
-2,078
| -3% | -$150K | 3.35% | 10 |
|
|
2015
Q2 | $4.83M | Buy |
63,332
+2,715
| +4% | +$207K | 3.27% | 11 |
|
|
2015
Q1 | $4.74M | Buy |
60,617
+1,185
| +2% | +$92.7K | 3.22% | 11 |
|
|
2014
Q4 | $4.68M | Buy |
+59,432
| New | +$4.68M | 3.35% | 11 |
|