Prospera Financial Services’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 | $2.89M | Sell |
21,218
-3,936
| -16% | -$535K | 0.05% | 357 |
|
|
2025
Q1 | $3.42M | Sell |
25,154
-1,479
| -6% | -$201K | 0.08% | 258 |
|
|
2024
Q4 | $3.52M | Sell |
26,633
-325
| -1% | -$43K | 0.08% | 257 |
|
|
2024
Q3 | $3.84M | Sell |
26,958
-377
| -1% | -$53.7K | 0.1% | 225 |
|
|
2024
Q2 | $3.48M | Buy |
27,335
+2,310
| +9% | +$294K | 0.1% | 225 |
|
|
2024
Q1 | $3.29M | Buy |
25,025
+693
| +3% | +$91.1K | 0.1% | 230 |
|
|
2023
Q4 | $3.04M | Buy |
24,332
+234
| +1% | +$29.2K | 0.1% | 233 |
|
|
2023
Q3 | $2.78M | Sell |
24,098
-1,198
| -5% | -$138K | 0.11% | 215 |
|
|
2023
Q2 | $3.11M | Sell |
25,296
-2,839
| -10% | -$349K | 0.12% | 198 |
|
|
2023
Q1 | $3.49M | Sell |
28,135
-13,623
| -33% | -$1.69M | 0.14% | 177 |
|
|
2022
Q4 | $5.22M | Buy |
41,758
+19,682
| +89% | +$2.46M | 0.26% | 91 |
|
|
2022
Q3 | $2.47M | Buy |
22,076
+2,754
| +14% | +$308K | 0.13% | 199 |
|
|
2022
Q2 | $2.3M | Sell |
19,322
-2,019
| -9% | -$240K | 0.12% | 221 |
|
|
2022
Q1 | $2.74M | Buy |
21,341
+1,101
| +5% | +$141K | 0.11% | 220 |
|
|
2021
Q4 | $2.62M | Buy |
20,240
+99
| +0.5% | +$12.8K | 0.11% | 217 |
|
|
2021
Q3 | $2.37M | Sell |
20,141
-6,343
| -24% | -$747K | 0.12% | 207 |
|
|
2021
Q2 | $3.24M | Buy |
26,484
+3,888
| +17% | +$476K | 0.16% | 164 |
|
|
2021
Q1 | $2.67M | Buy |
22,596
+1,853
| +9% | +$219K | 0.16% | 164 |
|
|
2020
Q4 | $2.2M | Buy |
20,743
+20,614
| +15,980% | +$2.19M | 0.15% | 168 |
|
|
2020
Q3 | $12K | Sell |
129
-16,564
| -99% | -$1.54M | ﹤0.01% | 1069 |
|
|
2020
Q2 | $1.52M | Buy |
16,693
+378
| +2% | +$34.5K | 0.13% | 190 |
|
|
2020
Q1 | $1.3M | Sell |
16,315
-11,142
| -41% | -$890K | 0.14% | 178 |
|
|
2019
Q4 | $2.95M | Buy |
27,457
+9,239
| +51% | +$994K | 0.23% | 101 |
|
|
2019
Q3 | $1.87M | Sell |
18,218
-290
| -2% | -$29.8K | 0.19% | 108 |
|
|
2019
Q2 | $1.87M | Buy |
18,508
+1,518
| +9% | +$153K | 0.21% | 99 |
|
|
2019
Q1 | $1.72M | Buy |
16,990
+2,480
| +17% | +$250K | 0.56% | 48 |
|
|
2018
Q4 | $1.3M | Sell |
14,510
-1,269
| -8% | -$114K | 0.26% | 93 |
|
|
2018
Q3 | $1.46M | Sell |
15,779
-1,815
| -10% | -$168K | 0.27% | 84 |
|
|
2018
Q2 | $1.63M | Buy |
17,594
+3,022
| +21% | +$280K | 0.22% | 97 |
|
|
2018
Q1 | $1.33M | Sell |
14,572
-534
| -4% | -$48.7K | 0.19% | 115 |
|
|
2017
Q4 | $1.43M | Buy |
15,106
+7,050
| +88% | +$666K | 0.22% | 100 |
|
|
2017
Q3 | $737K | Buy |
8,056
+529
| +7% | +$48.4K | 0.11% | 170 |
|
|
2017
Q2 | $668K | Sell |
7,527
-5,392
| -42% | -$479K | 0.11% | 176 |
|
|
2017
Q1 | $1.14M | Buy |
12,919
+1,700
| +15% | +$150K | 0.21% | 99 |
|
|
2016
Q4 | $961K | Sell |
11,219
-1,414
| -11% | -$121K | 0.19% | 105 |
|
|
2016
Q3 | $1.07M | Sell |
12,633
-3,591
| -22% | -$303K | 0.21% | 90 |
|
|
2016
Q2 | $1.36M | Buy |
16,224
+1,530
| +10% | +$128K | 0.28% | 69 |
|
|
2016
Q1 | $1.17M | Buy |
14,694
+5,554
| +61% | +$444K | 0.26% | 72 |
|
|
2015
Q4 | $672K | Sell |
9,140
-518
| -5% | -$38.1K | 0.15% | 98 |
|
|
2015
Q3 | $697K | Sell |
9,658
-7,171
| -43% | -$518K | 0.18% | 85 |
|
|
2015
Q2 | $1.28M | Sell |
16,829
-3,464
| -17% | -$264K | 0.31% | 61 |
|
|
2015
Q1 | $1.59M | Sell |
20,293
-798
| -4% | -$62.4K | 0.35% | 47 |
|
|
2014
Q4 | $1.66M | Buy |
21,091
+14,283
| +210% | +$1.13M | 0.41% | 44 |
|
|
2014
Q3 | $475K | Buy |
6,808
+321
| +5% | +$22.4K | 0.13% | 132 |
|
|
2014
Q2 | $497K | Buy |
6,487
+1,588
| +32% | +$122K | 0.13% | 126 |
|
|
2014
Q1 | $360K | Sell |
4,899
-2,933
| -37% | -$216K | 0.11% | 137 |
|
|
2013
Q4 | $569K | Sell |
7,832
-1,925
| -20% | -$140K | 0.19% | 85 |
|
|
2013
Q3 | $678K | Sell |
9,757
-998
| -9% | -$69.4K | 0.26% | 83 |
|
|
2013
Q2 | $719K | Buy |
+10,755
| New | +$719K | 0.33% | 76 |
|