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MONECO 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 | $8.3M | Buy |
61,117
+265
| +0.4% | +$36K | 0.77% | 26 |
|
|
2025
Q1 | $8.26M | Sell |
60,852
-917
| -1% | -$124K | 0.85% | 26 |
|
|
2024
Q4 | $8.16M | Sell |
61,769
-766
| -1% | -$101K | 0.86% | 27 |
|
|
2024
Q3 | $8.88M | Sell |
62,535
-1,412
| -2% | -$201K | 1.11% | 20 |
|
|
2024
Q2 | $8.13M | Sell |
63,947
-1,429
| -2% | -$182K | 1.2% | 16 |
|
|
2024
Q1 | $8.58M | Buy |
65,376
+858
| +1% | +$113K | 1.36% | 13 |
|
|
2023
Q4 | $8.06M | Sell |
64,518
-2,976
| -4% | -$372K | 1.54% | 10 |
|
|
2023
Q3 | $7.76M | Sell |
67,494
-1,241
| -2% | -$143K | 2.11% | 8 |
|
|
2023
Q2 | $8.43M | Sell |
68,735
-3,814
| -5% | -$468K | 2.29% | 8 |
|
|
2023
Q1 | $8.97M | Buy |
72,549
+20
| +0% | +$2.47K | 2.64% | 6 |
|
|
2022
Q4 | $9.07M | Buy |
72,529
+392
| +0.5% | +$49K | 3.28% | 4 |
|
|
2022
Q3 | $8.04M | Buy |
72,137
+2,899
| +4% | +$323K | 3.22% | 5 |
|
|
2022
Q2 | $8.22M | Buy |
69,238
+19,394
| +39% | +$2.3M | 3.19% | 5 |
|
|
2022
Q1 | $6.39M | Buy |
49,844
+362
| +0.7% | +$46.4K | 2.35% | 7 |
|
|
2021
Q4 | $6.25M | Buy |
49,482
+869
| +2% | +$110K | 2.35% | 7 |
|
|
2021
Q3 | $5.71M | Buy |
48,613
+641
| +1% | +$75.3K | 2.25% | 7 |
|
|
2021
Q2 | $5.87M | Sell |
47,972
-10
| -0% | -$1.22K | 2.7% | 5 |
|
|
2021
Q1 | $5.66M | Buy |
47,982
+143
| +0.3% | +$16.9K | 2.75% | 5 |
|
|
2020
Q4 | $5.23M | Buy |
47,839
+352
| +0.7% | +$38.5K | 2.89% | 6 |
|
|
2020
Q3 | $4.39M | Sell |
47,487
-547
| -1% | -$50.5K | 2.8% | 6 |
|
|
2020
Q2 | $4.38M | Buy |
48,034
+415
| +0.9% | +$37.9K | 3.43% | 5 |
|
|
2020
Q1 | $3.8M | Sell |
47,619
-2,053
| -4% | -$164K | 3.89% | 5 |
|
|
2019
Q4 | $5.38M | Sell |
49,672
-466
| -0.9% | -$50.5K | 3.83% | 4 |
|
|
2019
Q3 | $5.14M | Sell |
50,138
-1,396
| -3% | -$143K | 4% | 4 |
|
|
2019
Q2 | $5.2M | Buy |
51,534
+2,607
| +5% | +$263K | 4.18% | 4 |
|
|
2019
Q1 | $4.86M | Buy |
48,927
+3,196
| +7% | +$318K | 3.94% | 4 |
|
|
2018
Q4 | $4.09M | Buy |
+45,731
| New | +$4.09M | 4.76% | 4 |
|