Choate Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $174K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $133K | Hold |
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|
2023
Q1 | $134K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $121K | Hold |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $128K | Sell |
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|
2021
Q2 | $141K | Hold |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $163K | Hold |
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|
2020
Q3 | $142K | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $255K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $372K | Hold |
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|
2017
Q4 | $385K | Hold |
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|
2017
Q3 | $373K | Sell |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $404K | Sell |
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|
2016
Q4 | $458K | Hold |
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|
2016
Q3 | $451K | Buy |
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|
2016
Q2 | $382K | Hold |
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|
2016
Q1 | $364K | Sell |
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|
2015
Q4 | $387K | Hold |
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|
2015
Q3 | $354K | Hold |
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|
2015
Q2 | $374K | Hold |
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|
2015
Q1 | $384K | Hold |
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|
2014
Q4 | $387K | Buy |
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|
2014
Q3 | $315K | Buy |
|