Badgley Phelps Wealth Managers’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
Q3
$3.71M Sell
2025
Q2
$3.66M Sell
2025
Q1
$3.77M Sell
2024
Q4
$3.91M Sell
2024
Q3
$4.35M Buy
2024
Q2
$3.23M Sell
2024
Q1
$3.35M Sell
2023
Q4
$3.28M Sell
2023
Q3
$3.11M Sell
2023
Q2
$3.47M Buy