SFA
Sequoia 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 | $2.88M | Sell |
21,225
-1,573
| -7% | -$214K | 0.02% | 389 |
|
|
2025
Q1 | $3.09M | Buy |
22,798
+7,702
| +51% | +$1.05M | 0.02% | 349 |
|
|
2024
Q4 | $1.99M | Buy |
15,096
+1,419
| +10% | +$187K | 0.02% | 405 |
|
|
2024
Q3 | $1.94M | Buy |
13,677
+161
| +1% | +$22.9K | 0.02% | 382 |
|
|
2024
Q2 | $1.72M | Buy |
13,516
+150
| +1% | +$19.1K | 0.02% | 362 |
|
|
2024
Q1 | $1.75M | Buy |
13,366
+15
| +0.1% | +$1.97K | 0.02% | 353 |
|
|
2023
Q4 | $1.67M | Buy |
13,351
+3,808
| +40% | +$476K | 0.02% | 398 |
|
|
2023
Q3 | $1.1M | Sell |
9,543
-195
| -2% | -$22.4K | 0.02% | 314 |
|
|
2023
Q2 | $1.19M | Buy |
9,738
+1,630
| +20% | +$200K | 0.02% | 314 |
|
|
2023
Q1 | $1M | Buy |
8,108
+620
| +8% | +$76.7K | 0.02% | 314 |
|
|
2022
Q4 | $937K | Buy |
7,488
+5,521
| +281% | +$691K | 0.02% | 300 |
|
|
2022
Q3 | $219K | Hold |
1,967
| – | – | 0.01% | 468 |
|
|
2022
Q2 | $234K | Sell |
1,967
-2,516
| -56% | -$299K | 0.01% | 509 |
|
|
2022
Q1 | $574K | Sell |
4,483
-89
| -2% | -$11.4K | 0.01% | 325 |
|
|
2021
Q4 | $590K | Buy |
+4,572
| New | +$590K | 0.02% | 301 |
|
|
2021
Q3 | – | Sell |
-4,305
| Closed | -$526K | – | 413 |
|
|
2021
Q2 | $526K | Buy |
4,305
+1,158
| +37% | +$141K | 0.02% | 272 |
|
|
2021
Q1 | $371K | Buy |
3,147
+2
| +0.1% | +$236 | 0.02% | 303 |
|
|
2020
Q4 | $333K | Buy |
3,145
+252
| +9% | +$26.7K | 0.02% | 303 |
|
|
2020
Q3 | $267K | Sell |
2,893
-104
| -3% | -$9.6K | 0.01% | 317 |
|
|
2020
Q2 | $273K | Sell |
2,997
-122
| -4% | -$11.1K | 0.02% | 302 |
|
|
2020
Q1 | $249K | Sell |
3,119
-922
| -23% | -$73.6K | 0.02% | 295 |
|
|
2019
Q4 | $435K | Buy |
4,041
+202
| +5% | +$21.7K | 0.03% | 238 |
|
|
2019
Q3 | $394K | Buy |
3,839
+2
| +0.1% | +$205 | 0.03% | 227 |
|
|
2019
Q2 | $387K | Sell |
3,837
-5,523
| -59% | -$557K | 0.03% | 238 |
|
|
2019
Q1 | $930K | Buy |
9,360
+1,472
| +19% | +$146K | 0.08% | 124 |
|
|
2018
Q4 | $706K | Sell |
7,888
-128
| -2% | -$11.5K | 0.08% | 121 |
|
|
2018
Q3 | $785K | Buy |
8,016
+132
| +2% | +$12.9K | 0.08% | 125 |
|
|
2018
Q2 | $731K | Hold |
7,884
| – | – | 0.08% | 124 |
|
|
2018
Q1 | $719K | Buy |
7,884
+96
| +1% | +$8.76K | 0.08% | 128 |
|
|
2017
Q4 | $736K | Sell |
7,788
-3,103
| -28% | -$293K | 0.08% | 133 |
|
|
2017
Q3 | $995K | Buy |
10,891
+314
| +3% | +$28.7K | 0.12% | 107 |
|
|
2017
Q2 | $940K | Hold |
10,577
| – | – | 0.12% | 111 |
|
|
2017
Q1 | $932K | Sell |
10,577
-190
| -2% | -$16.7K | 0.12% | 106 |
|
|
2016
Q4 | $921K | Buy |
10,767
+1,348
| +14% | +$115K | 0.13% | 106 |
|
|
2016
Q3 | $795K | Sell |
9,419
-1,459
| -13% | -$123K | 0.15% | 95 |
|
|
2016
Q2 | $913K | Buy |
10,878
+300
| +3% | +$25.2K | 0.26% | 78 |
|
|
2016
Q1 | $845K | Buy |
10,578
+1
| +0% | +$80 | 0.27% | 70 |
|
|
2015
Q4 | $778K | Buy |
10,577
+4
| +0% | +$294 | 0.31% | 64 |
|
|
2015
Q3 | $763K | Sell |
10,573
-98
| -0.9% | -$7.07K | 0.33% | 64 |
|
|
2015
Q2 | $813K | Buy |
10,671
+1,501
| +16% | +$114K | 0.34% | 70 |
|
|
2015
Q1 | $717K | Buy |
9,170
+1
| +0% | +$78 | 0.33% | 72 |
|
|
2014
Q4 | $723K | Buy |
9,169
+6
| +0.1% | +$473 | 0.49% | 48 |
|
|
2014
Q3 | $687K | Buy |
9,163
+3
| +0% | +$225 | 0.48% | 54 |
|
|
2014
Q2 | $702K | Buy |
9,160
+1,104
| +14% | +$84.6K | 0.53% | 46 |
|
|
2014
Q1 | $593K | Buy |
+8,056
| New | +$593K | 0.49% | 57 |
|