OneDigital Investment 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 | $1.92M | Sell |
14,116
-192
| -1% | -$26.1K | 0.02% | 440 |
|
|
2025
Q1 | $1.94M | Buy |
14,308
+78
| +0.5% | +$10.6K | 0.02% | 413 |
|
|
2024
Q4 | $1.88M | Sell |
14,230
-463
| -3% | -$61.2K | 0.02% | 438 |
|
|
2024
Q3 | $2.09M | Sell |
14,693
-1,533
| -9% | -$218K | 0.02% | 429 |
|
|
2024
Q2 | $2.06M | Buy |
16,226
+4,585
| +39% | +$583K | 0.03% | 416 |
|
|
2024
Q1 | $1.53M | Buy |
11,641
+2,610
| +29% | +$343K | 0.02% | 397 |
|
|
2023
Q4 | $1.13M | Sell |
9,031
-2,021
| -18% | -$253K | 0.02% | 434 |
|
|
2023
Q3 | $1.27M | Buy |
11,052
+261
| +2% | +$30K | 0.03% | 374 |
|
|
2023
Q2 | $1.32M | Buy |
10,791
+1,038
| +11% | +$127K | 0.03% | 354 |
|
|
2023
Q1 | $1.21M | Buy |
9,753
+1,084
| +13% | +$134K | 0.03% | 358 |
|
|
2022
Q4 | $1.08M | Sell |
8,669
-175
| -2% | -$21.9K | 0.03% | 337 |
|
|
2022
Q3 | $986K | Buy |
8,844
+1,403
| +19% | +$156K | 0.04% | 299 |
|
|
2022
Q2 | $883K | Buy |
7,441
+262
| +4% | +$31.1K | 0.04% | 282 |
|
|
2022
Q1 | $919K | Buy |
7,179
+2,311
| +47% | +$296K | 0.03% | 298 |
|
|
2021
Q4 | $628K | Buy |
4,868
+119
| +3% | +$15.4K | 0.02% | 366 |
|
|
2021
Q3 | $558K | Sell |
4,749
-860
| -15% | -$101K | 0.02% | 387 |
|
|
2021
Q2 | $686K | Buy |
5,609
+788
| +16% | +$96.4K | 0.03% | 326 |
|
|
2021
Q1 | $569K | Buy |
4,821
+46
| +1% | +$5.43K | 0.03% | 352 |
|
|
2020
Q4 | $506K | Buy |
4,775
+113
| +2% | +$12K | 0.03% | 349 |
|
|
2020
Q3 | $431K | Sell |
4,662
-8,273
| -64% | -$765K | 0.03% | 329 |
|
|
2020
Q2 | $1.18M | Buy |
12,935
+27
| +0.2% | +$2.46K | 0.09% | 187 |
|
|
2020
Q1 | $1.03M | Buy |
12,908
+20
| +0.2% | +$1.6K | 0.09% | 187 |
|
|
2019
Q4 | $1.39M | Buy |
12,888
+8
| +0.1% | +$860 | 0.11% | 159 |
|
|
2019
Q3 | $1.32M | Buy |
12,880
+2,325
| +22% | +$239K | 0.12% | 148 |
|
|
2019
Q2 | $1.07M | Buy |
10,555
+3,669
| +53% | +$370K | 0.08% | 145 |
|
|
2019
Q1 | $685K | Sell |
6,886
-131
| -2% | -$13K | 0.1% | 143 |
|
|
2018
Q4 | $628K | Buy |
+7,017
| New | +$628K | 0.11% | 141 |
|
|
2018
Q3 | – | Sell |
-8,006
| Closed | -$742K | – | 1184 |
|
|
2018
Q2 | $742K | Sell |
8,006
-5,204
| -39% | -$482K | 0.16% | 88 |
|
|
2018
Q1 | $1.21M | Sell |
13,210
-221
| -2% | -$20.2K | 0.26% | 64 |
|
|
2017
Q4 | $1.27M | Buy |
13,431
+1,500
| +13% | +$142K | 0.15% | 62 |
|
|
2017
Q3 | $1.09M | Sell |
11,931
-658
| -5% | -$60.1K | 0.4% | 33 |
|
|
2017
Q2 | $1.12M | Buy |
+12,589
| New | +$1.12M | 0.33% | 55 |
|