WIA
World Investment Advisors’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 | $11M | Sell |
80,808
-484
| -0.6% | -$65.7K | 0.25% | 90 |
|
|
2025
Q1 | $11M | Sell |
81,292
-1,166
| -1% | -$158K | 0.29% | 79 |
|
|
2024
Q4 | $10.9M | Buy |
82,458
+56,755
| +221% | +$7.5M | 0.3% | 71 |
|
|
2024
Q3 | $3.65M | Buy |
25,703
+20,744
| +418% | +$2.95M | 0.11% | 202 |
|
|
2024
Q2 | $631K | Buy |
+4,959
| New | +$631K | 0.04% | 353 |
|
|
2024
Q1 | – | Sell |
-3,817
| Closed | -$477K | – | 462 |
|
|
2023
Q4 | $477K | Buy |
3,817
+1,274
| +50% | +$159K | 0.06% | 229 |
|
|
2023
Q3 | $292K | Sell |
2,543
-410
| -14% | -$47.1K | 0.06% | 205 |
|
|
2023
Q2 | $362K | Sell |
2,953
-4,525
| -61% | -$555K | 0.07% | 172 |
|
|
2023
Q1 | $925K | Sell |
7,478
-24
| -0.3% | -$2.97K | 0.19% | 89 |
|
|
2022
Q4 | $939K | Sell |
7,502
-24
| -0.3% | -$3K | 0.22% | 81 |
|
|
2022
Q3 | $839K | Sell |
7,526
-329
| -4% | -$36.7K | 0.2% | 90 |
|
|
2022
Q2 | $992K | Buy |
7,855
+5,188
| +195% | +$655K | 0.21% | 78 |
|
|
2022
Q1 | $342K | Buy |
2,667
+1
| +0% | +$128 | 0.07% | 187 |
|
|
2021
Q4 | $333K | Sell |
2,666
-39
| -1% | -$4.87K | 0.07% | 189 |
|
|
2021
Q3 | $318K | Buy |
2,705
+76
| +3% | +$8.94K | 0.07% | 177 |
|
|
2021
Q2 | $321K | Sell |
2,629
-74
| -3% | -$9.04K | 0.07% | 176 |
|
|
2021
Q1 | $340K | Buy |
2,703
+64
| +2% | +$8.05K | 0.08% | 162 |
|
|
2020
Q4 | $293K | Sell |
2,639
-661
| -20% | -$73.4K | 0.07% | 164 |
|
|
2020
Q3 | $305K | Sell |
3,300
-109
| -3% | -$10.1K | 0.1% | 119 |
|
|
2020
Q2 | $335K | Sell |
3,409
-138
| -4% | -$13.6K | 0.12% | 110 |
|
|
2020
Q1 | $283K | Sell |
3,547
-305
| -8% | -$24.3K | 0.13% | 100 |
|
|
2019
Q4 | $414K | Buy |
3,852
+451
| +13% | +$48.5K | 0.16% | 86 |
|
|
2019
Q3 | $349K | Sell |
3,401
-109
| -3% | -$11.2K | 0.15% | 86 |
|
|
2019
Q2 | $350K | Sell |
3,510
-303
| -8% | -$30.2K | 0.15% | 78 |
|
|
2019
Q1 | $379K | Buy |
3,813
+300
| +9% | +$29.8K | 0.17% | 71 |
|
|
2018
Q4 | $342K | Buy |
+3,513
| New | +$342K | 0.15% | 87 |
|