Berger Financial Group’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 | $342K | Sell |
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|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $360K | Buy |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $232K | Buy |
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