Bristlecone Advisors’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
$104K Hold
2025
Q1
$104K Hold
2024
Q4
$101K Hold
2024
Q3
$109K Sell
2024
Q2
$199K Buy
2023
Q3
Sell
2023
Q2
$193K Buy
2023
Q1
$194K Buy
2021
Q3
Sell
2021
Q2
$218K Buy
2021
Q1
$210K Sell
2020
Q4
$220K Sell
2020
Q3
$210K Buy
2020
Q2
$206K Buy
2017
Q4
Sell
2017
Q3
$15K Buy