Private Wealth Advisors (California)’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 | $616K | Buy |
4,539
+5
| +0.1% | +$679 | 0.23% | 60 |
|
|
2025
Q1 | $615K | Sell |
4,534
-62
| -1% | -$8.41K | 0.22% | 58 |
|
|
2024
Q4 | $607K | Sell |
4,596
-39
| -0.8% | -$5.15K | 0.24% | 54 |
|
|
2024
Q3 | $658K | Buy |
4,635
+2
| +0% | +$284 | 0.25% | 54 |
|
|
2024
Q2 | $583K | Sell |
4,633
-51
| -1% | -$6.42K | 0.22% | 55 |
|
|
2024
Q1 | $615K | Sell |
4,684
-97
| -2% | -$12.7K | 0.25% | 53 |
|
|
2023
Q4 | $597K | Sell |
4,781
-67
| -1% | -$8.37K | 0.23% | 48 |
|
|
2023
Q3 | $558K | Sell |
4,848
-101
| -2% | -$11.6K | 0.24% | 51 |
|
|
2023
Q2 | $607K | Sell |
4,949
-146
| -3% | -$17.9K | 0.25% | 49 |
|
|
2023
Q1 | $630K | Sell |
5,095
-90
| -2% | -$11.1K | 0.27% | 50 |
|
|
2022
Q4 | $649K | Buy |
5,185
+14
| +0.3% | +$1.75K | 0.22% | 52 |
|
|
2022
Q3 | $577K | Buy |
5,171
+16
| +0.3% | +$1.79K | 0.27% | 50 |
|
|
2022
Q2 | $665K | Buy |
5,155
+1
| +0% | +$129 | 0.25% | 51 |
|
|
2022
Q1 | $660K | Buy |
5,154
+15
| +0.3% | +$1.92K | 0.21% | 55 |
|
|
2021
Q4 | $664K | Sell |
5,139
-14,602
| -74% | -$1.89M | 0.14% | 56 |
|
|
2021
Q3 | $2.44M | Sell |
19,741
-34
| -0.2% | -$4.21K | 0.58% | 29 |
|
|
2021
Q2 | $2.42M | Buy |
19,775
+2,018
| +11% | +$247K | 0.74% | 25 |
|
|
2021
Q1 | $2.1M | Buy |
17,757
+3,087
| +21% | +$364K | 0.71% | 28 |
|
|
2020
Q4 | $1.6M | Buy |
14,670
+9,070
| +162% | +$992K | 0.55% | 30 |
|
|
2020
Q3 | $517K | Buy |
5,600
+150
| +3% | +$13.8K | 0.27% | 43 |
|
|
2020
Q2 | $497K | Sell |
5,450
-17,794
| -77% | -$1.62M | 0.35% | 34 |
|
|
2020
Q1 | $1.86M | Buy |
23,244
+45
| +0.2% | +$3.59K | 1.52% | 19 |
|
|
2019
Q4 | $2.5M | Buy |
23,199
+13
| +0.1% | +$1.4K | 1.44% | 20 |
|
|
2019
Q3 | $2.38M | Buy |
23,186
+2,595
| +13% | +$266K | 1.55% | 17 |
|
|
2019
Q2 | $2.05M | Hold |
20,591
| – | – | 1.39% | 20 |
|
|
2019
Q1 | $2.05M | Buy |
20,591
+2,272
| +12% | +$226K | 1.39% | 20 |
|
|
2018
Q4 | $1.64M | Buy |
+18,319
| New | +$1.64M | 1.32% | 20 |
|