Spire Wealth Management’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
82,343
-669
| -0.8% | -$23.6K | 0.1% | 164 |
|
|
2025
Q1 | $2.78M | Buy |
83,012
+813
| +1% | +$27.2K | 0.09% | 216 |
|
|
2024
Q4 | $2.95M | Buy |
82,199
+5,248
| +7% | +$188K | 0.09% | 189 |
|
|
2024
Q3 | $2.8M | Buy |
76,951
+687
| +0.9% | +$25K | 0.09% | 175 |
|
|
2024
Q2 | $2.55M | Buy |
76,264
+75,540
| +10,434% | +$2.52M | 0.09% | 193 |
|
|
2024
Q1 | $25.2K | Sell |
724
-75,709
| -99% | -$2.64M | ﹤0.01% | 1434 |
|
|
2023
Q4 | $2.44M | Buy |
76,433
+1,469
| +2% | +$46.9K | 0.08% | 204 |
|
|
2023
Q3 | $2.12M | Buy |
74,964
+6,911
| +10% | +$195K | 0.08% | 214 |
|
|
2023
Q2 | $1.93M | Buy |
68,053
+8,093
| +13% | +$229K | 0.07% | 238 |
|
|
2023
Q1 | $1.6M | Buy |
59,960
+59,858
| +58,684% | +$1.6M | 0.06% | 258 |
|
|
2022
Q4 | $3K | Sell |
102
-33,331
| -100% | -$980K | ﹤0.01% | 1991 |
|
|
2022
Q3 | $773K | Buy |
33,433
+2,885
| +9% | +$66.7K | 0.05% | 259 |
|
|
2022
Q2 | $729K | Buy |
30,548
+30,323
| +13,477% | +$724K | 0.03% | 394 |
|
|
2022
Q1 | $6K | Buy |
+225
| New | +$6K | ﹤0.01% | 2206 |
|