Allworth Financial’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
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.44M | Sell |
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|
2024
Q4 | $3.55M | Buy |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $3.13M | Sell |
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|
2023
Q2 | $3.57M | Sell |
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|
2023
Q1 | $4.71M | Sell |
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|
2022
Q4 | $5.22M | Sell |
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|
2022
Q3 | $4.87M | Sell |
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|
2022
Q2 | $5.79M | Sell |
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|
2022
Q1 | $6.95M | Buy |
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|
2021
Q4 | $4.78M | Sell |
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|
2021
Q3 | $4.79M | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $184K | Buy |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $225K | Buy |
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|
2019
Q4 | $281K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $241K | Buy |
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|
2018
Q4 | $105K | Sell |
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|
2018
Q3 | $4.52M | Sell |
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|
2018
Q2 | $6.1M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $33K | Sell |
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|
2017
Q1 | $217K | Buy |
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|
2016
Q4 | $179K | Buy |
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