Alera Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History

Alera Investment Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.81M	Hold
2024 Q2	$1.62M	Hold
2024 Q1	$1.67M	Hold
2023 Q4	$1.59M	Hold
2023 Q3	$1.47M	Sell
2023 Q2	$1.84M	Sell
2023 Q1	$1.89M	Hold
2022 Q4	$1.91M	Hold
2022 Q3	$1.7M	Sell
2022 Q2	$1.82M	Hold
2022 Q1	$1.96M	Hold
2021 Q4	$1.98M	Hold
2021 Q3	$1.8M	Hold
2021 Q2	$1.88M	Hold
2021 Q1	$1.81M	Sell
2020 Q4	$1.65M	Hold
2020 Q3	$1.44M	Hold
2020 Q2	$1.42M	Sell
2020 Q1	$1.71M	Sell
2019 Q4	$2.51M	Hold
2019 Q3	$2.39M	Hold
2019 Q2	$2.35M	Hold
2019 Q1	$2.32M	Sell
2018 Q4	$2.35M	Buy