Axxcess Wealth Management’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 | $1.04M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.55M | Sell |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.62M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.18M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $421K | Hold |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $446K | Buy |
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