United Capital Financial 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 | $21.2M | Sell |
156,359
-29,163
| -16% | -$3.96M | 0.17% | 114 |
|
|
2025
Q1 | $25.2M | Sell |
185,522
-51,161
| -22% | -$6.94M | 0.22% | 94 |
|
|
2024
Q4 | $31.3M | Buy |
236,683
+1,148
| +0.5% | +$152K | 0.26% | 82 |
|
|
2024
Q3 | $33.5M | Sell |
235,535
-3,216
| -1% | -$457K | 0.28% | 78 |
|
|
2024
Q2 | $30.4M | Sell |
238,751
-59,192
| -20% | -$7.53M | 0.26% | 80 |
|
|
2024
Q1 | $39.1M | Sell |
297,943
-3,596
| -1% | -$472K | 0.32% | 68 |
|
|
2023
Q4 | $37.7M | Sell |
301,539
-10,109
| -3% | -$1.26M | 0.31% | 72 |
|
|
2023
Q3 | $35.8M | Sell |
311,648
-32,788
| -10% | -$3.77M | 0.23% | 89 |
|
|
2023
Q2 | $42.2M | Sell |
344,436
-15,819
| -4% | -$1.94M | 0.23% | 83 |
|
|
2023
Q1 | $44.6M | Sell |
360,255
-14,706
| -4% | -$1.82M | 0.25% | 82 |
|
|
2022
Q4 | $46.9M | Buy |
374,961
+1,372
| +0.4% | +$172K | 0.26% | 80 |
|
|
2022
Q3 | $41.7M | Sell |
373,589
-2,067
| -0.6% | -$230K | 0.25% | 83 |
|
|
2022
Q2 | $44.6M | Sell |
375,656
-4,486
| -1% | -$532K | 0.24% | 82 |
|
|
2022
Q1 | $48.7M | Buy |
380,142
+792
| +0.2% | +$101K | 0.24% | 86 |
|
|
2021
Q4 | $49M | Sell |
379,350
-5,147
| -1% | -$665K | 0.23% | 96 |
|
|
2021
Q3 | $45.2M | Buy |
384,497
+1,875
| +0.5% | +$220K | 0.23% | 92 |
|
|
2021
Q2 | $46.8M | Sell |
382,622
-4,297
| -1% | -$525K | 0.24% | 87 |
|
|
2021
Q1 | $45.7M | Buy |
386,919
+4,458
| +1% | +$526K | 0.25% | 88 |
|
|
2020
Q4 | $40.5M | Sell |
382,461
-1,792
| -0.5% | -$190K | 0.24% | 91 |
|
|
2020
Q3 | $35.5M | Sell |
384,253
-5,206
| -1% | -$481K | 0.23% | 100 |
|
|
2020
Q2 | $35.5M | Sell |
389,459
-5,875
| -1% | -$536K | 0.26% | 93 |
|
|
2020
Q1 | $31.6M | Sell |
395,334
-180
| -0% | -$14.4K | 0.26% | 87 |
|
|
2019
Q4 | $42.5M | Buy |
395,514
+2,936
| +0.7% | +$316K | 0.27% | 84 |
|
|
2019
Q3 | $40.3M | Sell |
392,578
-3,651
| -0.9% | -$375K | 0.28% | 81 |
|
|
2019
Q2 | $40M | Buy |
396,229
+2,555
| +0.6% | +$258K | 0.26% | 91 |
|
|
2019
Q1 | $39.1M | Sell |
393,674
-3,506
| -0.9% | -$349K | 0.28% | 85 |
|
|
2018
Q4 | $35.6M | Sell |
397,180
-14,576
| -4% | -$1.3M | 0.28% | 79 |
|
|
2018
Q3 | $40.3M | Buy |
411,756
+5,991
| +1% | +$587K | 0.28% | 76 |
|
|
2018
Q2 | $37.6M | Sell |
405,765
-4,420
| -1% | -$410K | 0.28% | 75 |
|
|
2018
Q1 | $37.4M | Buy |
410,185
+3,490
| +0.9% | +$318K | 0.29% | 76 |
|
|
2017
Q4 | $38.5M | Buy |
406,695
+596
| +0.1% | +$56.5K | 0.3% | 68 |
|
|
2017
Q3 | $37.1M | Buy |
406,099
+11,449
| +3% | +$1.05M | 0.31% | 66 |
|
|
2017
Q2 | $35.1M | Sell |
394,650
-5,574
| -1% | -$495K | 0.31% | 68 |
|
|
2017
Q1 | $35.3M | Sell |
400,224
-1,734
| -0.4% | -$153K | 0.33% | 67 |
|
|
2016
Q4 | $34.4M | Buy |
401,958
+3,838
| +1% | +$328K | 0.33% | 62 |
|
|
2016
Q3 | $33.6M | Sell |
398,120
-13,873
| -3% | -$1.17M | 0.33% | 66 |
|
|
2016
Q2 | $34.6M | Sell |
411,993
-18,107
| -4% | -$1.52M | 0.35% | 50 |
|
|
2016
Q1 | $34.4M | Sell |
430,100
-78,581
| -15% | -$6.28M | 0.38% | 46 |
|
|
2015
Q4 | $37.4M | Sell |
508,681
-4,291
| -0.8% | -$316K | 0.43% | 42 |
|
|
2015
Q3 | $37M | Buy |
512,972
+39,308
| +8% | +$2.84M | 0.44% | 38 |
|
|
2015
Q2 | $36.1M | Buy |
473,664
+344
| +0.1% | +$26.2K | 0.42% | 45 |
|
|
2015
Q1 | $36.8M | Sell |
473,320
-40,842
| -8% | -$3.17M | 0.45% | 40 |
|
|
2014
Q4 | $40.5M | Sell |
514,162
-26,234
| -5% | -$2.07M | 0.61% | 34 |
|
|
2014
Q3 | $40.5M | Buy |
540,396
+36,628
| +7% | +$2.74M | 0.7% | 25 |
|
|
2014
Q2 | $38.6M | Sell |
503,768
-10,591
| -2% | -$811K | 0.72% | 25 |
|
|
2014
Q1 | $37.8M | Buy |
514,359
+234,817
| +84% | +$17.3M | 0.81% | 22 |
|
|
2013
Q4 | $20.3M | Sell |
279,542
-249,549
| -47% | -$18.1M | 0.69% | 28 |
|
|
2013
Q3 | $36.5M | Sell |
529,091
-59,381
| -10% | -$4.09M | 1.16% | 22 |
|
|
2013
Q2 | $39M | Buy |
+588,472
| New | +$39M | 1.04% | 24 |
|