Wealthspire Advisors (New York)’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 | $7.25M | Sell |
53,407
-4,073
| -7% | -$553K | 0.04% | 138 |
|
|
2025
Q1 | $7.8M | Buy |
57,480
+1,845
| +3% | +$250K | 0.05% | 131 |
|
|
2024
Q4 | $7.35M | Sell |
55,635
-4,103
| -7% | -$542K | 0.07% | 125 |
|
|
2024
Q3 | $8.49M | Buy |
59,738
+7,120
| +14% | +$1.01M | 0.09% | 117 |
|
|
2024
Q2 | $6.69M | Sell |
52,618
-2,465
| -4% | -$313K | 0.09% | 99 |
|
|
2024
Q1 | $7.23M | Sell |
55,083
-4,409
| -7% | -$579K | 0.1% | 94 |
|
|
2023
Q4 | $7.43M | Sell |
59,492
-65,889
| -53% | -$8.23M | 0.11% | 88 |
|
|
2023
Q3 | $14.4M | Sell |
125,381
-6,209
| -5% | -$714K | 0.24% | 51 |
|
|
2023
Q2 | $16.1M | Sell |
131,590
-16,115
| -11% | -$1.98M | 0.26% | 50 |
|
|
2023
Q1 | $18.3M | Buy |
147,705
+7,346
| +5% | +$909K | 0.31% | 48 |
|
|
2022
Q4 | $17.6M | Sell |
140,359
-2,328
| -2% | -$291K | 0.32% | 48 |
|
|
2022
Q3 | $15.9M | Buy |
142,687
+2,470
| +2% | +$275K | 0.33% | 49 |
|
|
2022
Q2 | $16.6M | Sell |
140,217
-7,155
| -5% | -$849K | 0.35% | 47 |
|
|
2022
Q1 | $18.9M | Sell |
147,372
-14,455
| -9% | -$1.85M | 0.42% | 34 |
|
|
2021
Q4 | $20.9M | Sell |
161,827
-18,664
| -10% | -$2.41M | 0.46% | 31 |
|
|
2021
Q3 | $21.2M | Sell |
180,491
-22,126
| -11% | -$2.6M | 0.44% | 37 |
|
|
2021
Q2 | $24.8M | Buy |
202,617
+79,687
| +65% | +$9.74M | 0.65% | 23 |
|
|
2021
Q1 | $14.5M | Buy |
122,930
+8,637
| +8% | +$1.02M | 0.34% | 38 |
|
|
2020
Q4 | $12.1M | Buy |
114,293
+60,671
| +113% | +$6.43M | 0.36% | 38 |
|
|
2020
Q3 | $4.96M | Buy |
53,622
+8,952
| +20% | +$827K | 0.29% | 42 |
|
|
2020
Q2 | $4.07M | Sell |
44,670
-30,958
| -41% | -$2.82M | 0.28% | 38 |
|
|
2020
Q1 | $6.04M | Buy |
75,628
+10,154
| +16% | +$811K | 0.25% | 58 |
|
|
2019
Q4 | $7.04M | Sell |
65,474
-536
| -0.8% | -$57.7K | 0.51% | 20 |
|
|
2019
Q3 | $6.77M | Sell |
66,010
-2,656
| -4% | -$273K | 0.55% | 20 |
|
|
2019
Q2 | $6.93M | Buy |
68,666
+12,066
| +21% | +$1.22M | 0.6% | 18 |
|
|
2019
Q1 | $5.63M | Sell |
56,600
-15,567
| -22% | -$1.55M | 0.52% | 17 |
|
|
2018
Q4 | $6.46M | Buy |
+72,167
| New | +$6.46M | 0.62% | 16 |
|