Alan N. Hoffman Investment Management’s 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
Q3 | $346K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $326K | Hold |
|
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $304K | Sell |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $336K | Buy |
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