Ashford 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
Q2 | $649K | Sell |
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|
2025
Q1 | $543K | Hold |
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|
2024
Q4 | $528K | Hold |
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|
2024
Q3 | $568K | Hold |
|
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|
2024
Q2 | $509K | Hold |
|
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|
2024
Q1 | $525K | Sell |
|
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|
2023
Q4 | $683K | Hold |
|
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|
2023
Q3 | $629K | Hold |
|
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|
2023
Q2 | $670K | Hold |
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|
2023
Q1 | $676K | Hold |
|
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|
2022
Q4 | $684K | Hold |
|
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|
2022
Q3 | $609K | Hold |
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|
2022
Q2 | $649K | Hold |
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|
2022
Q1 | $700K | Hold |
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|
2021
Q4 | $706K | Hold |
|
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $668K | Hold |
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|
2021
Q1 | $645K | Hold |
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|
2020
Q4 | $579K | Buy |
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