Stratos Wealth 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 | $857K | Buy |
6,316
+25
| +0.4% | +$3.39K | 0.05% | 338 |
|
|
2025
Q1 | $854K | Buy |
6,291
+23
| +0.4% | +$3.12K | 0.05% | 327 |
|
|
2024
Q4 | $828K | Sell |
6,268
-51
| -0.8% | -$6.74K | 0.04% | 363 |
|
|
2024
Q3 | $898K | Sell |
6,319
-414
| -6% | -$58.8K | 0.04% | 378 |
|
|
2024
Q2 | $856K | Sell |
6,733
-234
| -3% | -$29.8K | 0.04% | 357 |
|
|
2024
Q1 | $914K | Sell |
6,967
-38
| -0.5% | -$4.99K | 0.05% | 345 |
|
|
2023
Q4 | $875K | Sell |
7,005
-110
| -2% | -$13.7K | 0.05% | 352 |
|
|
2023
Q3 | $818K | Buy |
7,115
+133
| +2% | +$15.3K | 0.05% | 347 |
|
|
2023
Q2 | $856K | Sell |
6,982
-115
| -2% | -$14.1K | 0.06% | 335 |
|
|
2023
Q1 | $878K | Buy |
7,097
+27
| +0.4% | +$3.34K | 0.07% | 316 |
|
|
2022
Q4 | $885K | Buy |
7,070
+470
| +7% | +$58.8K | 0.07% | 300 |
|
|
2022
Q3 | $736K | Sell |
6,600
-663
| -9% | -$73.9K | 0.08% | 290 |
|
|
2022
Q2 | $862K | Sell |
7,263
-82
| -1% | -$9.73K | 0.08% | 287 |
|
|
2022
Q1 | $941K | Sell |
7,345
-338
| -4% | -$43.3K | 0.08% | 285 |
|
|
2021
Q4 | $992K | Buy |
7,683
+359
| +5% | +$46.4K | 0.07% | 283 |
|
|
2021
Q3 | $861K | Buy |
7,324
+35
| +0.5% | +$4.12K | 0.07% | 276 |
|
|
2021
Q2 | $891K | Buy |
7,289
+179
| +3% | +$21.9K | 0.08% | 255 |
|
|
2021
Q1 | $839K | Buy |
7,110
+223
| +3% | +$26.3K | 0.09% | 240 |
|
|
2020
Q4 | $730K | Buy |
6,887
+461
| +7% | +$48.9K | 0.1% | 201 |
|
|
2020
Q3 | $594K | Sell |
6,426
-376
| -6% | -$34.8K | 0.14% | 158 |
|
|
2020
Q2 | $620K | Sell |
6,802
-1,667
| -20% | -$152K | 0.19% | 121 |
|
|
2020
Q1 | $676K | Buy |
8,469
+1,207
| +17% | +$96.3K | 0.48% | 59 |
|
|
2019
Q4 | $781K | Buy |
7,262
+22
| +0.3% | +$2.37K | 0.44% | 56 |
|
|
2019
Q3 | $743K | Buy |
7,240
+826
| +13% | +$84.8K | 0.28% | 89 |
|
|
2019
Q2 | $647K | Sell |
6,414
-117
| -2% | -$11.8K | 0.26% | 89 |
|
|
2019
Q1 | $649K | Sell |
6,531
-339
| -5% | -$33.7K | 0.35% | 77 |
|
|
2018
Q4 | $615K | Buy |
+6,870
| New | +$615K | 0.41% | 71 |
|