Mutual 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 | $2.29M | Buy |
16,360
+390
| +2% | +$54.5K | 0.06% | 286 |
|
|
2025
Q1 | $2.07M | Buy |
15,970
+1,211
| +8% | +$157K | 0.06% | 277 |
|
|
2024
Q4 | $1.97M | Sell |
14,759
-7
| -0% | -$932 | 0.06% | 283 |
|
|
2024
Q3 | $2.08M | Sell |
14,766
-49
| -0.3% | -$6.91K | 0.06% | 269 |
|
|
2024
Q2 | $1.98M | Buy |
14,815
+788
| +6% | +$106K | 0.06% | 278 |
|
|
2024
Q1 | $1.84M | Sell |
14,027
-170
| -1% | -$22.3K | 0.06% | 296 |
|
|
2023
Q4 | $1.77M | Sell |
14,197
-81
| -0.6% | -$10.1K | 0.06% | 302 |
|
|
2023
Q3 | $1.64M | Sell |
14,278
-6,887
| -33% | -$792K | 0.06% | 299 |
|
|
2023
Q2 | $2.59M | Sell |
21,165
-1,092
| -5% | -$134K | 0.1% | 202 |
|
|
2023
Q1 | $2.75M | Sell |
22,257
-2,286
| -9% | -$283K | 0.11% | 187 |
|
|
2022
Q4 | $3.07M | Sell |
24,543
-878
| -3% | -$110K | 0.14% | 156 |
|
|
2022
Q3 | $2.83M | Buy |
25,421
+570
| +2% | +$63.5K | 0.15% | 140 |
|
|
2022
Q2 | $2.95M | Buy |
24,851
+514
| +2% | +$61K | 0.2% | 116 |
|
|
2022
Q1 | $3.12M | Buy |
24,337
+3,927
| +19% | +$503K | 0.17% | 128 |
|
|
2021
Q4 | $2.64M | Buy |
20,410
+279
| +1% | +$36K | 0.14% | 177 |
|
|
2021
Q3 | $2.37M | Buy |
20,131
+1,015
| +5% | +$119K | 0.14% | 183 |
|
|
2021
Q2 | $2.34M | Buy |
19,116
+3,443
| +22% | +$421K | 0.14% | 181 |
|
|
2021
Q1 | $1.85M | Buy |
15,673
+2,725
| +21% | +$322K | 0.13% | 199 |
|
|
2020
Q4 | $1.37M | Buy |
12,948
+519
| +4% | +$55K | 0.1% | 240 |
|
|
2020
Q3 | $1.15M | Buy |
12,429
+1,003
| +9% | +$92.6K | 0.1% | 215 |
|
|
2020
Q2 | $1.04M | Buy |
11,426
+2,982
| +35% | +$272K | 0.1% | 219 |
|
|
2020
Q1 | $674K | Buy |
8,444
+2,813
| +50% | +$225K | 0.09% | 232 |
|
|
2019
Q4 | $606K | Buy |
5,631
+864
| +18% | +$93K | 0.06% | 302 |
|
|
2019
Q3 | $489K | Sell |
4,767
-1,242
| -21% | -$127K | 0.06% | 313 |
|
|
2019
Q2 | $606K | Buy |
6,009
+3,111
| +107% | +$314K | 0.08% | 291 |
|
|
2019
Q1 | $288K | Buy |
+2,898
| New | +$288K | 0.04% | 375 |
|