Valeo 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 | $908K | Buy |
6,689
+2,474
| +59% | +$336K | 0.02% | 326 |
|
|
2025
Q1 | $572K | Sell |
4,215
-36
| -0.8% | -$4.88K | 0.02% | 381 |
|
|
2024
Q4 | $562K | Buy |
4,251
+10
| +0.2% | +$1.32K | 0.02% | 379 |
|
|
2024
Q3 | $602K | Sell |
4,241
-541
| -11% | -$76.8K | 0.02% | 365 |
|
|
2024
Q2 | $608K | Buy |
4,782
+8
| +0.2% | +$1.02K | 0.02% | 332 |
|
|
2024
Q1 | $613K | Sell |
4,774
-372
| -7% | -$47.8K | 0.02% | 316 |
|
|
2023
Q4 | $643K | Buy |
5,146
+134
| +3% | +$16.7K | 0.03% | 294 |
|
|
2023
Q3 | $576K | Buy |
5,012
+170
| +4% | +$19.6K | 0.03% | 298 |
|
|
2023
Q2 | $593K | Sell |
4,842
-298
| -6% | -$36.5K | 0.03% | 285 |
|
|
2023
Q1 | $636K | Buy |
5,140
+8
| +0.2% | +$990 | 0.03% | 284 |
|
|
2022
Q4 | $642K | Buy |
5,132
+1,435
| +39% | +$180K | 0.04% | 241 |
|
|
2022
Q3 | $412K | Sell |
3,697
-420
| -10% | -$46.8K | 0.03% | 281 |
|
|
2022
Q2 | $489K | Sell |
4,117
-64
| -2% | -$7.6K | 0.03% | 254 |
|
|
2022
Q1 | $536K | Buy |
4,181
+100
| +2% | +$12.8K | 0.03% | 297 |
|
|
2021
Q4 | $527K | Sell |
4,081
-125
| -3% | -$16.1K | 0.03% | 286 |
|
|
2021
Q3 | $494K | Buy |
4,206
+8
| +0.2% | +$940 | 0.03% | 294 |
|
|
2021
Q2 | $513K | Buy |
4,198
+606
| +17% | +$74.1K | 0.03% | 245 |
|
|
2021
Q1 | $424K | Buy |
3,592
+769
| +27% | +$90.8K | 0.02% | 284 |
|
|
2020
Q4 | $299K | Buy |
2,823
+654
| +30% | +$69.3K | 0.02% | 327 |
|
|
2020
Q3 | $200K | Hold |
2,169
| – | – | 0.02% | 317 |
|
|
2020
Q2 | $198K | Sell |
2,169
-511
| -19% | -$46.6K | 0.02% | 316 |
|
|
2020
Q1 | $233K | Buy |
2,680
+2,046
| +323% | +$178K | 0.02% | 265 |
|
|
2019
Q4 | $68K | Hold |
634
| – | – | 0.01% | 545 |
|
|
2019
Q3 | $65K | Buy |
634
+32
| +5% | +$3.28K | 0.01% | 526 |
|
|
2019
Q2 | $61K | Sell |
602
-402
| -40% | -$40.7K | 0.01% | 548 |
|
|
2019
Q1 | $100K | Buy |
1,004
+314
| +46% | +$31.3K | 0.01% | 408 |
|
|
2018
Q4 | $62K | Buy |
690
+9
| +1% | +$809 | 0.01% | 474 |
|
|
2018
Q3 | $64K | Buy |
681
+116
| +21% | +$10.9K | 0.01% | 498 |
|
|
2018
Q2 | $54K | Sell |
565
-134
| -19% | -$12.8K | 0.01% | 523 |
|
|
2018
Q1 | $64K | Sell |
699
-25
| -3% | -$2.29K | 0.01% | 447 |
|
|
2017
Q4 | $68K | Buy |
724
+159
| +28% | +$14.9K | 0.01% | 419 |
|
|
2017
Q3 | $52K | Buy |
+565
| New | +$52K | 0.01% | 401 |
|