Berkeley Inc’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
$625K Sell
2025
Q1
$631K Buy
2024
Q4
$615K Sell
2024
Q3
$1.37M Buy
2024
Q2
$622K Sell
2024
Q1
$653K Sell
2023
Q4
$674K Sell
2023
Q3
$636K Sell
2023
Q2
$696K Buy
2023
Q1
$701K Buy
2022
Q4
$709K Buy
2022
Q3
$631K Buy
2022
Q2
$672K Sell
2022
Q1
$2.42M Sell
2021
Q4
$3.07M Sell
2021
Q3
$2.94M Sell
2021
Q2
$3.15M Sell
2021
Q1
$3.1M Sell
2020
Q4
$2.82M Buy