Cary Street Partners Investment Advisory’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
Q2
$11.4K Hold
2025
Q1
$11.4K Hold
2024
Q4
$11.1K Sell
2024
Q3
$1.54M Sell
2024
Q2
$1.86M Buy
2024
Q1
$1.43M Sell
2023
Q4
$1.38M Sell
2023
Q3
$1.33M Buy
2023
Q2
$1.38M Buy
2023
Q1
$1.39M Sell
2022
Q4
$1.43M Buy
2022
Q3
$1.16M Buy
2022
Q2
$758K Buy
2022
Q1
$587K Buy
2021
Q1
Sell
2020
Q4
$231K Sell
2020
Q3
$225K Buy