Cassaday & Co Wealth Management’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 | $649K | Hold |
|
|||||
|
2025
Q2 | $629K | Hold |
|
|||||
|
2025
Q1 | $629K | Sell |
|
|||||
|
2024
Q4 | $739K | Hold |
|
|||||
|
2024
Q3 | $795K | Buy |
|
|||||
|
2024
Q2 | $691K | Sell |
|
|||||
|
2024
Q1 | $729K | Hold |
|
|||||
|
2023
Q4 | $694K | Hold |
|
|||||
|
2023
Q3 | $639K | Sell |
|
|||||
|
2023
Q2 | $689K | Buy |
|
|||||
|
2023
Q1 | $680K | Sell |
|
|||||
|
2022
Q4 | $794K | Buy |
|