Caldwell Trust’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 | $308K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $298K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $327K | Hold |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $182K | Sell |
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|
2020
Q2 | $195K | Hold |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $241K | Buy |
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