Clarity Wealth 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 | $437K | Buy |
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|
2025
Q2 | $423K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $300K | Hold |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $349K | Hold |
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|
2021
Q3 | $318K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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