Arete Wealth Advisors’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
Q3 | $915K | Sell |
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|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $914K | Sell |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $789K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $947K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1.04B | Buy |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $570K | Buy |
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|
2019
Q4 | $766K | Sell |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $425K | Buy |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $323K | Buy |
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|
2017
Q4 | $316K | Buy |
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|
2017
Q3 | $302K | Sell |
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|
2017
Q2 | $343K | Buy |
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|
2017
Q1 | $257K | Buy |
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|
2016
Q4 | $215K | Buy |
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