Chevy Chase Trust’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
1,695
| – | – | ﹤0.01% | 623 |
|
|
2025
Q1 | $230K | Buy |
+1,695
| New | +$230K | ﹤0.01% | 624 |
|
|
2024
Q4 | – | Sell |
-1,455
| Closed | -$207K | – | 641 |
|
|
2024
Q3 | $207K | Buy |
+1,455
| New | +$207K | ﹤0.01% | 615 |
|
|
2023
Q4 | – | Sell |
-1,905
| Closed | -$219K | – | 633 |
|
|
2023
Q3 | $219K | Buy |
+1,905
| New | +$219K | ﹤0.01% | 604 |
|
|
2020
Q1 | – | Sell |
-820
| Closed | -$88K | – | 951 |
|
|
2019
Q4 | $88K | Buy |
+820
| New | +$88K | ﹤0.01% | 739 |
|
|
2018
Q1 | – | Sell |
-16,000
| Closed | -$1.51M | – | 682 |
|
|
2017
Q4 | $1.51M | Hold |
16,000
| – | – | 0.01% | 558 |
|
|
2017
Q3 | $1.46M | Buy |
+16,000
| New | +$1.46M | 0.01% | 558 |
|