Realta 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 | $356K | Buy |
2,622
+8
| +0.3% | +$1.09K | 0.14% | 132 |
|
|
2025
Q1 | $355K | Sell |
2,614
-35
| -1% | -$4.75K | 0.16% | 123 |
|
|
2024
Q4 | $349K | Buy |
2,649
+647
| +32% | +$85.3K | 0.14% | 129 |
|
|
2024
Q3 | $286K | Sell |
2,002
-9,378
| -82% | -$1.34M | 0.13% | 147 |
|
|
2024
Q2 | $1.45M | Buy |
11,380
+3,942
| +53% | +$501K | 0.28% | 81 |
|
|
2024
Q1 | $976K | Sell |
7,438
-528
| -7% | -$69.3K | 0.2% | 121 |
|
|
2023
Q4 | $996K | Buy |
7,966
+630
| +9% | +$78.7K | 0.22% | 116 |
|
|
2023
Q3 | $899K | Sell |
7,336
-1,185
| -14% | -$145K | 0.21% | 116 |
|
|
2023
Q2 | $1.04M | Sell |
8,521
-200
| -2% | -$24.5K | 0.23% | 102 |
|
|
2023
Q1 | $1.08M | Sell |
8,721
-1,260
| -13% | -$156K | 0.26% | 94 |
|
|
2022
Q4 | $1.25M | Buy |
9,981
+207
| +2% | +$25.9K | 0.3% | 79 |
|
|
2022
Q3 | $1.09M | Buy |
9,774
+1,562
| +19% | +$174K | 0.29% | 79 |
|
|
2022
Q2 | $989K | Buy |
8,212
+118
| +1% | +$14.2K | 0.24% | 94 |
|
|
2022
Q1 | $1.04M | Buy |
8,094
+1,934
| +31% | +$248K | 0.21% | 109 |
|
|
2021
Q4 | $795K | Buy |
6,160
+1,702
| +38% | +$220K | 0.17% | 142 |
|
|
2021
Q3 | $524K | Sell |
4,458
-256
| -5% | -$30.1K | 0.12% | 194 |
|
|
2021
Q2 | $576K | Buy |
4,714
+45
| +1% | +$5.5K | 0.14% | 186 |
|
|
2021
Q1 | $551K | Buy |
4,669
+445
| +11% | +$52.5K | 0.14% | 181 |
|
|
2020
Q4 | $447K | Buy |
4,224
+107
| +3% | +$11.3K | 0.13% | 184 |
|
|
2020
Q3 | $380K | Buy |
4,117
+417
| +11% | +$38.5K | 0.13% | 187 |
|
|
2020
Q2 | $337K | Buy |
3,700
+582
| +19% | +$53K | 0.11% | 229 |
|
|
2020
Q1 | $249K | Buy |
3,118
+439
| +16% | +$35.1K | 0.11% | 226 |
|
|
2019
Q4 | $285K | Buy |
2,679
+175
| +7% | +$18.6K | 0.08% | 274 |
|
|
2019
Q3 | $256K | Sell |
2,504
-4,204
| -63% | -$430K | 0.07% | 280 |
|
|
2019
Q2 | $678K | Buy |
6,708
+4,753
| +243% | +$480K | 0.19% | 134 |
|
|
2019
Q1 | $195K | Buy |
+1,955
| New | +$195K | 0.09% | 267 |
|