United Bank (Virginia)’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
$615K Buy
+4,529
New +$615K 0.07% 89
2023
Q1
Sell
-3,158
Closed -$395K 166
2022
Q4
$395K Buy
+3,158
New +$395K 0.06% 108
2021
Q1
Sell
-3,203
Closed -$339K 181
2020
Q4
$339K Sell
3,203
-3,465
-52% -$367K 0.05% 133
2020
Q3
$616K Sell
6,668
-16,340
-71% -$1.51M 0.11% 84
2020
Q2
$2.1M Sell
23,008
-9,599
-29% -$875K 0.38% 43
2020
Q1
$2.6M Sell
32,607
-4,146
-11% -$331K 0.57% 35
2019
Q4
$3.95M Sell
36,753
-6,572
-15% -$707K 0.69% 31
2019
Q3
$4.45M Buy
43,325
+2,190
+5% +$225K 0.81% 29
2019
Q2
$4.15M Buy
41,135
+16,912
+70% +$1.71M 0.69% 34
2019
Q1
$2.41M Sell
24,223
-4,660
-16% -$463K 0.43% 42
2018
Q4
$2.59M Buy
28,883
+15,453
+115% +$1.38M 0.54% 39
2018
Q3
$1.32M Buy
13,430
+2,064
+18% +$202K 0.28% 53
2018
Q2
$1.05M Buy
11,366
+6,716
+144% +$623K 0.24% 53
2018
Q1
$424K Buy
+4,650
New +$424K 0.1% 86