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 |
|