U.S. Capital 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 | $1.04M | Sell |
7,644
-1,320
| -15% | -$179K | 0.03% | 421 |
|
|
2025
Q1 | $1.22M | Buy |
8,964
+5,605
| +167% | +$760K | 0.04% | 381 |
|
|
2024
Q4 | $444K | Hold |
3,359
| – | – | 0.01% | 588 |
|
|
2024
Q3 | $477K | Buy |
3,359
+412
| +14% | +$58.5K | 0.02% | 485 |
|
|
2024
Q2 | $375K | Buy |
2,947
+110
| +4% | +$14K | 0.01% | 517 |
|
|
2024
Q1 | $372K | Sell |
2,837
-14,529
| -84% | -$1.91M | 0.01% | 523 |
|
|
2023
Q4 | $2.17M | Sell |
17,366
-3,854
| -18% | -$482K | 0.09% | 206 |
|
|
2023
Q3 | $2.44M | Buy |
21,220
+769
| +4% | +$88.4K | 0.11% | 171 |
|
|
2023
Q2 | $2.51M | Sell |
20,451
-481
| -2% | -$59K | 0.12% | 172 |
|
|
2023
Q1 | $2.59M | Buy |
20,932
+768
| +4% | +$95K | 0.12% | 167 |
|
|
2022
Q4 | $2.52M | Buy |
20,164
+386
| +2% | +$48.3K | 0.12% | 170 |
|
|
2022
Q3 | $2.21M | Buy |
19,778
+22
| +0.1% | +$2.45K | 0.11% | 172 |
|
|
2022
Q2 | $2.35M | Buy |
19,756
+5,121
| +35% | +$608K | 0.1% | 191 |
|
|
2022
Q1 | $1.88M | Buy |
14,635
+336
| +2% | +$43K | 0.07% | 268 |
|
|
2021
Q4 | $1.85M | Buy |
14,299
+448
| +3% | +$57.8K | 0.07% | 278 |
|
|
2021
Q3 | $1.63M | Buy |
+13,851
| New | +$1.63M | 0.07% | 291 |
|