Caprock Group’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 | $1.14M | Buy |
|
|||||
|
2025
Q1 | $1.1M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Hold |
|
|||||
|
2024
Q3 | $1.14M | Hold |
|
|||||
|
2024
Q2 | $1.02M | Buy |
|
|||||
|
2024
Q1 | $984K | Hold |
|
|||||
|
2023
Q4 | $937K | Hold |
|
|||||
|
2023
Q3 | $862K | Hold |
|
|||||
|
2023
Q2 | $919K | Sell |
|
|||||
|
2023
Q1 | $977K | Hold |
|
|||||
|
2022
Q4 | $988K | Hold |
|
|||||
|
2022
Q3 | $881K | Hold |
|
|||||
|
2022
Q2 | $938K | Hold |
|
|||||
|
2022
Q1 | $1.01M | Hold |
|
|||||
|
2021
Q4 | $1.02M | Hold |
|
|||||
|
2021
Q3 | $929K | Hold |
|
|||||
|
2021
Q2 | $966K | Buy |
|