SHFA
SC&H Financial 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 | $868K | Sell |
6,392
-700
| -10% | -$95K | 0.15% | 74 |
|
|
2025
Q1 | $962K | Buy |
7,092
+1
| +0% | +$136 | 0.19% | 63 |
|
|
2024
Q4 | $937K | Sell |
7,091
-1,299
| -15% | -$172K | 0.19% | 62 |
|
|
2024
Q3 | $1.19M | Hold |
8,390
| – | – | 0.26% | 55 |
|
|
2024
Q2 | $1.07M | Sell |
8,390
-39
| -0.5% | -$4.96K | 0.26% | 53 |
|
|
2024
Q1 | $1.11M | Hold |
8,429
| – | – | 0.29% | 51 |
|
|
2023
Q4 | $1.05M | Sell |
8,429
-551
| -6% | -$68.9K | 0.3% | 52 |
|
|
2023
Q3 | $1.03M | Buy |
8,980
+4
| +0% | +$460 | 0.34% | 53 |
|
|
2023
Q2 | $1.1M | Buy |
8,976
+23
| +0.3% | +$2.82K | 0.36% | 53 |
|
|
2023
Q1 | $1.11M | Buy |
8,953
+20
| +0.2% | +$2.47K | 0.4% | 50 |
|
|
2022
Q4 | $1.12M | Buy |
8,933
+31
| +0.3% | +$3.88K | 0.46% | 49 |
|
|
2022
Q3 | $993K | Buy |
8,902
+28
| +0.3% | +$3.12K | 0.5% | 46 |
|
|
2022
Q2 | $1.05M | Buy |
8,874
+1
| +0% | +$119 | 0.49% | 45 |
|
|
2022
Q1 | $1.14M | Sell |
8,873
-2,218
| -20% | -$284K | 0.54% | 39 |
|
|
2021
Q4 | $1.43M | Buy |
+11,091
| New | +$1.43M | 0.79% | 27 |
|