CBIZ Investment Advisory Services’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 | $277K | Hold |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $381K | Hold |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $374K | Hold |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $742K | Hold |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $811K | Hold |
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|
2022
Q2 | $863K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $939K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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