Baker Tilly Wealth Management’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 | $683K | Hold |
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|
2025
Q2 | $662K | Hold |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $753K | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $1.67M | Hold |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.59M | Buy |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $1M | Hold |
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|
2021
Q2 | $1.04M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $905K | Buy |
|