Washington Trust 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 | $250K | Sell |
1,844
-1,611
| -47% | -$219K | 0.02% | 181 |
|
2025
Q1 | $469K | Hold |
3,455
| – | – | 0.04% | 132 |
|
2024
Q4 | $456K | Hold |
3,455
| – | – | 0.04% | 133 |
|
2024
Q3 | $491K | Hold |
3,455
| – | – | 0.04% | 129 |
|
2024
Q2 | $439K | Buy |
3,455
+78
| +2% | +$9.92K | 0.04% | 133 |
|
2024
Q1 | $443K | Hold |
3,377
| – | – | 0.04% | 131 |
|
2023
Q4 | $422K | Hold |
3,377
| – | – | 0.04% | 136 |
|
2023
Q3 | $388K | Hold |
3,377
| – | – | 0.04% | 133 |
|
2023
Q2 | $414K | Hold |
3,377
| – | – | 0.04% | 130 |
|
2023
Q1 | $418K | Buy |
3,377
+1,555
| +85% | +$192K | 0.04% | 128 |
|
2022
Q4 | $228K | Hold |
1,822
| – | – | 0.02% | 174 |
|
2022
Q3 | $203K | Hold |
1,822
| – | – | 0.02% | 203 |
|
2022
Q2 | $216K | Hold |
1,822
| – | – | 0.02% | 197 |
|
2022
Q1 | $233K | Hold |
1,822
| – | – | 0.02% | 217 |
|
2021
Q4 | $235K | Buy |
+1,822
| New | +$235K | 0.02% | 230 |
|