Berkshire Money 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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $349K | Hold |
|
|||||
|
2025
Q1 | $349K | Hold |
|
|||||
|
2024
Q4 | $339K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $337K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $1.55M | Sell |
|
|||||
|
2022
Q4 | $3.36M | Sell |
|
|||||
|
2022
Q3 | $5.46M | Buy |
|
|||||
|
2022
Q2 | $4.93M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $202K | Hold |
|
|||||
|
2020
Q1 | $177K | Sell |
|
|||||
|
2019
Q4 | $5.72M | Sell |
|
|||||
|
2019
Q3 | $5.96M | Sell |
|
|||||
|
2019
Q2 | $5.96M | Sell |
|
|||||
|
2019
Q1 | $6.05M | Sell |
|
|||||
|
2018
Q4 | $10.2M | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $28.5M | Sell |
|
|||||
|
2016
Q2 | $28.9M | Buy |
|
|||||
|
2016
Q1 | $27.4M | Buy |
|
|||||
|
2015
Q4 | $25M | Buy |
|
|||||
|
2015
Q3 | $24.6M | Sell |
|
|||||
|
2015
Q2 | $28M | Buy |
|
|||||
|
2015
Q1 | $28.2M | Buy |
|
|||||
|
2014
Q4 | $24.8M | Buy |
|
|||||
|
2014
Q3 | $22.6M | Buy |
|
|||||
|
2014
Q2 | $14.2M | Sell |
|
|||||
|
2014
Q1 | $14M | Sell |
|
|||||
|
2013
Q4 | $15M | Sell |
|
|||||
|
2013
Q3 | $17.6M | Buy |
|