SMA
Sage Mountain Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
9,830
-219
| -2% | -$29.7K | 0.09% | 109 |
|
|
2025
Q1 | $1.36M | Buy |
10,049
+196
| +2% | +$26.6K | 0.1% | 93 |
|
|
2024
Q4 | $1.3M | Hold |
9,853
| – | – | 0.1% | 94 |
|
|
2024
Q3 | $1.4M | Hold |
9,853
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $1.25M | Sell |
9,853
-138
| -1% | -$17.6K | 0.12% | 82 |
|
|
2024
Q1 | $1.31M | Buy |
9,991
+138
| +1% | +$18.1K | 0.14% | 73 |
|
|
2023
Q4 | $1.23M | Hold |
9,853
| – | – | 0.14% | 70 |
|
|
2023
Q3 | $1.13M | Sell |
9,853
-4,047
| -29% | -$465K | 0.16% | 67 |
|
|
2023
Q2 | $1.7M | Hold |
13,900
| – | – | 0.24% | 52 |
|
|
2023
Q1 | $1.72M | Hold |
13,900
| – | – | 0.28% | 46 |
|
|
2022
Q4 | $1.74M | Hold |
13,900
| – | – | 0.4% | 27 |
|
|
2022
Q3 | $1.55M | Hold |
13,900
| – | – | 0.41% | 27 |
|
|
2022
Q2 | $1.65M | Hold |
13,900
| – | – | 0.29% | 48 |
|
|
2022
Q1 | $1.78M | Hold |
13,900
| – | – | 0.28% | 49 |
|
|
2021
Q4 | $1.8M | Hold |
13,900
| – | – | 0.22% | 60 |
|
|
2021
Q3 | $1.63M | Buy |
13,900
+2,350
| +20% | +$276K | 0.24% | 65 |
|
|
2021
Q2 | $1.41M | Hold |
11,550
| – | – | 0.23% | 71 |
|
|
2021
Q1 | $1.36M | Buy |
11,550
+11,050
| +2,210% | +$1.3M | 0.29% | 53 |
|
|
2020
Q4 | $53K | Buy |
+500
| New | +$53K | 0.02% | 227 |
|