NEWAS
N.E.W. Advisory Services’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 | $815K | Sell |
6,001
-4,363
| -42% | -$592K | 0.08% | 85 |
|
|
2025
Q1 | $1.41M | Buy |
10,364
+3,448
| +50% | +$468K | 0.11% | 73 |
|
|
2024
Q4 | $914K | Buy |
6,916
+76
| +1% | +$10K | 0.09% | 82 |
|
|
2024
Q3 | $971K | Sell |
6,840
-104
| -1% | -$14.8K | 0.1% | 75 |
|
|
2024
Q2 | $883K | Buy |
6,944
+125
| +2% | +$15.9K | 0.1% | 77 |
|
|
2024
Q1 | $895K | Sell |
6,819
-38
| -0.6% | -$4.99K | 0.1% | 76 |
|
|
2023
Q4 | $857K | Sell |
6,857
-10
| -0.1% | -$1.25K | 0.1% | 75 |
|
|
2023
Q3 | $790K | Sell |
6,867
-58
| -0.8% | -$6.67K | 0.11% | 75 |
|
|
2023
Q2 | $849K | Sell |
6,925
-568
| -8% | -$69.6K | 0.12% | 63 |
|
|
2023
Q1 | $927K | Sell |
7,493
-25
| -0.3% | -$3.09K | 0.13% | 58 |
|
|
2022
Q4 | $940K | Sell |
7,518
-227
| -3% | -$28.4K | 0.15% | 59 |
|
|
2022
Q3 | $864K | Sell |
7,745
-283
| -4% | -$31.6K | 0.16% | 56 |
|
|
2022
Q2 | $953K | Sell |
8,028
-4,074
| -34% | -$484K | 0.17% | 56 |
|
|
2022
Q1 | $1.43M | Buy |
12,102
+3,638
| +43% | +$430K | 0.27% | 42 |
|
|
2021
Q4 | $1.09M | Sell |
8,464
-26
| -0.3% | -$3.36K | 0.17% | 55 |
|
|
2021
Q3 | $998K | Sell |
8,490
-804
| -9% | -$94.5K | 0.16% | 58 |
|
|
2021
Q2 | $1.14M | Sell |
9,294
-2,808
| -23% | -$343K | 0.19% | 52 |
|
|
2021
Q1 | $1.44M | Sell |
12,102
-4,524
| -27% | -$538K | 0.27% | 43 |
|
|
2020
Q4 | $1.76M | Sell |
16,626
-3,942
| -19% | -$417K | 0.37% | 39 |
|
|
2020
Q3 | $1.9M | Sell |
20,568
-3,169
| -13% | -$293K | 0.54% | 32 |
|
|
2020
Q2 | $2.17M | Buy |
+23,737
| New | +$2.17M | 0.67% | 28 |
|
|
2019
Q4 | $3.45M | Buy |
+32,051
| New | +$3.45M | 1.12% | 21 |
|