Wealth Enhancement Advisory Services’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52M | Buy |
374,733
+3,946
| +1% | +$548K | 0.09% | 223 |
|
|
2025
Q1 | $50.3M | Buy |
370,787
+1,962
| +0.5% | +$266K | 0.1% | 203 |
|
|
2024
Q4 | $48.7M | Buy |
368,825
+5,103
| +1% | +$674K | 0.09% | 210 |
|
|
2024
Q3 | $51.7M | Buy |
363,722
+292
| +0.1% | +$41.5K | 0.11% | 182 |
|
|
2024
Q2 | $46.2M | Buy |
363,430
+194,290
| +115% | +$24.7M | 0.11% | 186 |
|
|
2024
Q1 | $22.2M | Sell |
169,140
-20,438
| -11% | -$2.68M | 0.06% | 303 |
|
|
2023
Q4 | $23.7M | Sell |
189,578
-5,885
| -3% | -$735K | 0.07% | 271 |
|
|
2023
Q3 | $22.5M | Buy |
195,463
+190,728
| +4,028% | +$21.9M | 0.07% | 258 |
|
|
2023
Q2 | $580K | Buy |
4,735
+893
| +23% | +$109K | 0.01% | 333 |
|
|
2023
Q1 | $475K | Buy |
+3,842
| New | +$475K | 0.01% | 392 |
|