Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.28M | Buy |
57,087
+47,589
| +501% | +$4.4M | 0.19% | 66 |
|
|
2020
Q2 | $866K | Sell |
9,498
-6,232
| -40% | -$568K | 0.06% | 176 |
|
|
2020
Q1 | $1.26M | Buy |
15,730
+303
| +2% | +$24.2K | 0.11% | 116 |
|
|
2019
Q4 | $1.66M | Buy |
15,427
+5,379
| +54% | +$578K | 0.11% | 113 |
|
|
2019
Q3 | $1.03M | Sell |
10,048
-202
| -2% | -$20.7K | 0.08% | 139 |
|
|
2019
Q2 | $1.03M | Hold |
10,250
| – | – | 0.08% | 134 |
|
|
2019
Q1 | $1.02M | Sell |
10,250
-706
| -6% | -$70.2K | 0.08% | 136 |
|
|
2018
Q4 | $981K | Sell |
10,956
-54
| -0.5% | -$4.84K | 0.09% | 123 |
|
|
2018
Q3 | $1.08M | Buy |
11,010
+8
| +0.1% | +$783 | 0.09% | 130 |
|
|
2018
Q2 | $1.02M | Sell |
11,002
-672
| -6% | -$62.3K | 0.09% | 128 |
|
|
2018
Q1 | $1.07M | Sell |
11,674
-783
| -6% | -$71.4K | 0.1% | 121 |
|
|
2017
Q4 | $1.18M | Sell |
12,457
-442
| -3% | -$41.8K | 0.11% | 117 |
|
|
2017
Q3 | $1.18M | Buy |
12,899
+500
| +4% | +$45.7K | 0.13% | 115 |
|
|
2017
Q2 | $1.1M | Buy |
12,399
+3,850
| +45% | +$342K | 0.13% | 113 |
|
|
2017
Q1 | $754K | Sell |
8,549
-621
| -7% | -$54.8K | 0.11% | 125 |
|
|
2016
Q4 | $785K | Sell |
9,170
-200
| -2% | -$17.1K | 0.12% | 116 |
|
|
2016
Q3 | $790K | Hold |
9,370
| – | – | 0.12% | 118 |
|
|
2016
Q2 | $786K | Buy |
9,370
+3,145
| +51% | +$264K | 0.13% | 118 |
|
|
2016
Q1 | $498K | Sell |
6,225
-100
| -2% | -$8K | 0.09% | 155 |
|
|
2015
Q4 | $465K | Buy |
+6,325
| New | +$465K | 0.09% | 163 |
|