Prime Capital 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
$3.42M Sell
25,220
-3,577
-12% -$486K 0.05% 254
2025
Q1
$3.91M Sell
28,797
-391
-1% -$53.1K 0.05% 260
2024
Q4
$3.86M Buy
29,188
+52
+0.2% +$6.87K 0.06% 223
2024
Q3
$4.14M Sell
29,136
-1,678
-5% -$238K 0.06% 224
2024
Q2
$3.92M Buy
30,814
+1,162
+4% +$148K 0.06% 224
2024
Q1
$3.89M Sell
29,652
-2,410
-8% -$316K 0.05% 230
2023
Q4
$4.01M Sell
32,062
-16,902
-35% -$2.11M 0.06% 218
2023
Q3
$5.63M Buy
48,964
+294
+0.6% +$33.8K 0.12% 139
2023
Q2
$5.97M Buy
48,670
+41,966
+626% +$5.14M 0.12% 141
2023
Q1
$829K Sell
6,704
-44,718
-87% -$5.53M 0.03% 269
2022
Q4
$6.43M Buy
51,422
+44,168
+609% +$5.53M 0.24% 85
2022
Q3
$809K Buy
7,254
+404
+6% +$45.1K 0.05% 192
2022
Q2
$813K Sell
6,850
-3,394
-33% -$403K 0.05% 192
2022
Q1
$1.32M Hold
10,244
0.07% 152
2021
Q4
$1.32M Buy
10,244
+2,998
+41% +$387K 0.07% 156
2021
Q3
$852K Buy
7,246
+48
+0.7% +$5.64K 0.05% 188
2021
Q2
$880K Buy
7,198
+1,740
+32% +$213K 0.05% 193
2021
Q1
$644K Buy
5,458
+1,797
+49% +$212K 0.05% 176
2020
Q4
$388K Buy
3,661
+29
+0.8% +$3.07K 0.03% 195
2020
Q3
$336K Buy
3,632
+229
+7% +$21.2K 0.03% 213
2020
Q2
$310K Sell
3,403
-2,884
-46% -$263K 0.03% 207
2020
Q1
$502K Sell
6,287
-48
-0.8% -$3.83K 0.06% 151
2019
Q4
$681K Buy
6,335
+47
+0.7% +$5.05K 0.08% 144
2019
Q3
$645K Buy
6,288
+3,287
+110% +$337K 0.1% 146
2019
Q2
$303K Buy
3,001
+2,001
+200% +$202K 0.06% 160
2019
Q1
$99K Buy
+1,000
New +$99K 0.03% 156