Wealthcare Advisory Partners’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 | $1.55M | Buy |
11,400
+71
| +0.6% | +$9.64K | 0.04% | 384 |
|
|
2025
Q1 | $1.54M | Buy |
11,329
+591
| +6% | +$80.2K | 0.04% | 351 |
|
|
2024
Q4 | $1.42M | Buy |
10,738
+74
| +0.7% | +$9.78K | 0.04% | 341 |
|
|
2024
Q3 | $1.51M | Buy |
10,664
+312
| +3% | +$44.3K | 0.04% | 318 |
|
|
2024
Q2 | $1.32M | Buy |
10,352
+943
| +10% | +$120K | 0.04% | 319 |
|
|
2024
Q1 | $1.23M | Buy |
9,409
+3,985
| +73% | +$523K | 0.04% | 323 |
|
|
2023
Q4 | $678K | Sell |
5,424
-39
| -0.7% | -$4.87K | 0.03% | 418 |
|
|
2023
Q3 | $628K | Sell |
5,463
-257
| -4% | -$29.6K | 0.03% | 377 |
|
|
2023
Q2 | $701K | Sell |
5,720
-1,669
| -23% | -$205K | 0.03% | 370 |
|
|
2023
Q1 | $914K | Sell |
7,389
-217
| -3% | -$26.8K | 0.04% | 309 |
|
|
2022
Q4 | $952K | Buy |
7,606
+642
| +9% | +$80.3K | 0.05% | 285 |
|
|
2022
Q3 | $776K | Buy |
6,964
+40
| +0.6% | +$4.46K | 0.04% | 269 |
|
|
2022
Q2 | $822K | Buy |
6,924
+2,573
| +59% | +$305K | 0.05% | 235 |
|
|
2022
Q1 | $557K | Sell |
4,351
-876
| -17% | -$112K | 0.03% | 290 |
|
|
2021
Q4 | $675K | Sell |
5,227
-11,644
| -69% | -$1.5M | 0.04% | 261 |
|
|
2021
Q3 | $1.98M | Sell |
16,871
-941
| -5% | -$111K | 0.13% | 107 |
|
|
2021
Q2 | $2.18M | Buy |
17,812
+646
| +4% | +$79K | 0.15% | 100 |
|
|
2021
Q1 | $2.03M | Buy |
17,166
+1,370
| +9% | +$162K | 0.15% | 87 |
|
|
2020
Q4 | $1.67M | Buy |
15,796
+525
| +3% | +$55.6K | 0.15% | 87 |
|
|
2020
Q3 | $1.41M | Buy |
15,271
+122
| +0.8% | +$11.3K | 0.15% | 84 |
|
|
2020
Q2 | $1.38M | Buy |
15,149
+62
| +0.4% | +$5.66K | 0.17% | 77 |
|
|
2020
Q1 | $1.21M | Buy |
15,087
+8,556
| +131% | +$683K | 0.18% | 76 |
|
|
2019
Q4 | $703K | Buy |
6,531
+574
| +10% | +$61.8K | 0.09% | 133 |
|
|
2019
Q3 | $611K | Sell |
5,957
-857
| -13% | -$87.9K | 0.09% | 131 |
|
|
2019
Q2 | $687K | Buy |
6,814
+1,393
| +26% | +$140K | 0.11% | 113 |
|
|
2019
Q1 | $539K | Buy |
5,421
+215
| +4% | +$21.4K | 0.09% | 130 |
|
|
2018
Q4 | $466K | Sell |
5,206
-189
| -4% | -$16.9K | 0.09% | 120 |
|
|
2018
Q3 | $528K | Buy |
5,395
+456
| +9% | +$44.6K | 0.1% | 112 |
|
|
2018
Q2 | $458K | Buy |
4,939
+317
| +7% | +$29.4K | 0.09% | 131 |
|
|
2018
Q1 | $422K | Buy |
4,622
+559
| +14% | +$51K | 0.1% | 121 |
|
|
2017
Q4 | $384K | Buy |
4,063
+972
| +31% | +$91.9K | 0.1% | 114 |
|
|
2017
Q3 | $282K | Buy |
3,091
+2,854
| +1,204% | +$260K | 0.08% | 117 |
|
|
2017
Q2 | $21K | Sell |
237
-131
| -36% | -$11.6K | 0.01% | 65 |
|
|
2017
Q1 | $32K | Buy |
368
+2
| +0.5% | +$174 | 0.02% | 52 |
|
|
2016
Q4 | $31K | Buy |
366
+6
| +2% | +$508 | 0.02% | 52 |
|
|
2016
Q3 | $30K | Buy |
360
+2
| +0.6% | +$167 | 0.02% | 44 |
|
|
2016
Q2 | $30K | Buy |
+358
| New | +$30K | 0.02% | 58 |
|