Personal Capital Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$605K Sell
4,832
-194
-4% -$24K ﹤0.01% 276
2022
Q3
$560K Buy
5,026
+1,478
+42% +$182K ﹤0.01% 274
2022
Q2
$421K Buy
3,548
+77
+2% +$9.6K ﹤0.01% 295
2022
Q1
$445K Sell
3,471
-302
-8% -$38.2K ﹤0.01% 324
2021
Q4
$487K Buy
3,773
+1,106
+41% +$138K ﹤0.01% 337
2021
Q3
$314K Sell
2,667
-641
-19% -$78.5K ﹤0.01% 392
2021
Q2
$405K Buy
3,308
+234
+8% +$28.9K ﹤0.01% 345
2021
Q1
$363K Sell
3,074
-1,635
-35% -$183K ﹤0.01% 354
2020
Q4
$499K Buy
4,709
+1,689
+56% +$171K ﹤0.01% 298
2020
Q3
$279K Buy
+3,020
New +$285K ﹤0.01% 341
2020
Q2
Sell
-3,516
Closed -$241K 373
2020
Q1
$241K Buy
3,516
+587
+20% +$57.9K ﹤0.01% 310
2019
Q4
$315K Buy
2,929
+145
+5% +$15.2K ﹤0.01% 319
2019
Q3
$285K Buy
2,784
+563
+25% +$56.8K ﹤0.01% 302
2019
Q2
$224K Buy
+2,221
New +$222K ﹤0.01% 300

Other funds holding SDY