Benchmark 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 | $765K | Sell |
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|
2025
Q1 | $771K | Hold |
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|
2024
Q4 | $751K | Hold |
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|
2024
Q3 | $808K | Hold |
|
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|
2024
Q2 | $723K | Hold |
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|
2024
Q1 | $746K | Hold |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $677K | Sell |
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|
2023
Q2 | $746K | Hold |
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|
2023
Q1 | $750K | Hold |
|
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|
2022
Q4 | $761K | Buy |
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|
2022
Q3 | $595K | Hold |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $799K | Hold |
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|
2021
Q4 | $805K | Hold |
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|
2021
Q3 | $733K | Sell |
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|
2021
Q2 | $786K | Sell |
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|
2021
Q1 | $793K | Hold |
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|
2020
Q4 | $712K | Hold |
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|
2020
Q3 | $621K | Hold |
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|
2020
Q2 | $613K | Hold |
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|
2020
Q1 | $536K | Hold |
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|
2019
Q4 | $723K | Buy |
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