Bradley Foster & Sargent’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
$878K Sell
2025
Q2
$885K Buy
2025
Q1
$764K Sell
2024
Q4
$750K Sell
2024
Q3
$904K Sell
2024
Q2
$822K Hold
2024
Q1
$848K Sell
2023
Q4
$893K Sell
2023
Q3
$926K Hold
2023
Q2
$926K Buy
2023
Q1
$895K Hold
2022
Q4
$905K Hold
2022
Q3
$807K Hold
2022
Q2
$859K Buy
2022
Q1
$805K Buy
2021
Q4
$555K Buy
2021
Q1
Sell
2020
Q4
$357K Hold
2020
Q3
$312K Buy
2020
Q1
$269K Buy