Adero Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $903K | Buy |
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|
2024
Q1 | $902K | Hold |
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|
2023
Q4 | $859K | Hold |
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|
2023
Q3 | $791K | Sell |
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|
2023
Q2 | $843K | Buy |
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|
2023
Q1 | $851K | Hold |
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|
2022
Q4 | $860K | Hold |
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|
2022
Q3 | $812K | Hold |
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|
2022
Q2 | $814K | Hold |
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|
2022
Q1 | $881K | Hold |
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|
2021
Q4 | $888K | Hold |
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|
2021
Q3 | $808K | Hold |
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|
2021
Q2 | $841K | Hold |
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|
2021
Q1 | $811K | Hold |
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|
2020
Q4 | $728K | Hold |
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|
2020
Q3 | $635K | Hold |
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|
2020
Q2 | $627K | Hold |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $874K | Buy |
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