Avalon Investment & Advisory’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
2023
Q1
$3.7M Sell
2022
Q4
$5.4M Buy
2022
Q3
$2.17M Sell
2022
Q2
$3.43M Buy
2022
Q1
$2.25M Buy
2021
Q4
$1.2M Sell
2021
Q3
$2.19M Buy
2021
Q2
$1.7M Buy
2021
Q1
$1.39M Sell
2020
Q4
$1.34M Buy
2020
Q3
$251K Sell
2020
Q2
$256K Buy
2020
Q1
Sell
2019
Q4
$225K Buy
2019
Q1
Sell
2018
Q4
$10.1M Buy
2018
Q2
Sell
2018
Q1
$883K Buy