United Advisor Group’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 | $363K | Buy |
2,677
+12
| +0.5% | +$1.63K | 0.06% | 282 |
|
|
2025
Q1 | $362K | Buy |
2,665
+72
| +3% | +$9.77K | 0.07% | 246 |
|
|
2024
Q4 | $343K | Sell |
2,593
-38
| -1% | -$5.02K | 0.07% | 266 |
|
|
2024
Q3 | $374K | Sell |
2,631
-111
| -4% | -$15.8K | 0.08% | 240 |
|
|
2024
Q2 | $349K | Buy |
2,742
+1,205
| +78% | +$153K | 0.11% | 180 |
|
|
2024
Q1 | $202K | Buy |
+1,537
| New | +$202K | 0.08% | 208 |
|