Ascent Group’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
$1.85M Sell
2025
Q2
$1.97M Sell
2025
Q1
$1.97M Buy
2024
Q4
$778K Buy
2023
Q1
Sell
2022
Q4
$2.28M Sell
2022
Q3
$2.58M Buy