Asset Dedication LLC’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
Q2 | $528K | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $393K | Hold |
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|
2024
Q3 | $423K | Hold |
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|
2024
Q2 | $379K | Hold |
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|
2024
Q1 | $391K | Hold |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $407K | Hold |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $471K | Sell |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $452K | Buy |
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|
2020
Q3 | $395K | Sell |
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|
2020
Q2 | $575K | Buy |
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|
2020
Q1 | $506K | Hold |
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|
2019
Q4 | $679K | Buy |
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|
2019
Q3 | $648K | Buy |
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|
2019
Q2 | $395K | Sell |
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|
2019
Q1 | $421K | Hold |
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|
2018
Q4 | $379K | Buy |
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|
2018
Q3 | $385K | Sell |
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|
2018
Q2 | $370K | Sell |
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|
2018
Q1 | $434K | Hold |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $284K | Sell |
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|
2017
Q2 | $525K | Sell |
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|
2017
Q1 | $704K | Sell |
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|
2016
Q4 | $745K | Hold |
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|
2016
Q3 | $733K | Hold |
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|
2016
Q2 | $730K | Buy |
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|
2016
Q1 | $607K | Sell |
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|
2015
Q4 | $746K | Buy |
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