Beaird Harris 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
Q4 | $389K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $71.5K | Hold |
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|
2024
Q1 | $73.8K | Hold |
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|
2023
Q4 | $70.2K | Hold |
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|
2023
Q3 | $64.6K | Hold |
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|
2023
Q2 | $68.9K | Hold |
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|
2023
Q1 | $69.5K | Hold |
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|
2022
Q4 | $70.3K | Hold |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $73K | Buy |
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