U.S. Capital Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07M Hold
2025
Q2
$1.04M Sell
2025
Q1
$1.22M Buy
2024
Q4
$444K Hold
2024
Q3
$477K Buy
2024
Q2
$375K Buy
2024
Q1
$372K Sell
2023
Q4
$2.17M Sell
2023
Q3
$2.44M Buy
2023
Q2
$2.51M Sell
2023
Q1
$2.59M Buy
2022
Q4
$2.52M Buy
2022
Q3
$2.21M Buy
2022
Q2
$2.35M Buy
2022
Q1
$1.88M Buy
2021
Q4
$1.85M Buy
2021
Q3
$1.63M Buy