Bartlett & Co 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 | $405K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $411K | Hold |
|
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|
2024
Q3 | $442K | Sell |
|
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $415K | Hold |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $448K | Buy |
|
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|
2023
Q1 | $427K | Hold |
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|
2022
Q4 | $432K | Sell |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $415K | Hold |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $222K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $108K | Sell |
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|
2019
Q4 | $197K | Buy |
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|
2019
Q3 | $139K | Sell |
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|
2019
Q2 | $145K | Sell |
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|
2019
Q1 | $149K | Hold |
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|
2018
Q4 | $134K | Hold |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $150K | Buy |
|