Clifford Swan Investment Counsel’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 | $299K | Hold |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $295K | Hold |
|
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $292K | Hold |
|
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|
2023
Q3 | $269K | Hold |
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|
2023
Q2 | $286K | Sell |
|
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|
2023
Q1 | $301K | Hold |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $437K | Hold |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $378K | Hold |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $358K | Sell |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $352K | Hold |
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|
2019
Q4 | $474K | Sell |
|
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|
2019
Q3 | $456K | Hold |
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|
2019
Q2 | $449K | Hold |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $398K | Sell |
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|
2018
Q3 | $614K | Hold |
|
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|
2018
Q2 | $582K | Hold |
|
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|
2018
Q1 | $572K | Sell |
|
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|
2017
Q4 | $640K | Hold |
|
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|
2017
Q3 | $619K | Hold |
|
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|
2017
Q2 | $602K | Hold |
|
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|
2017
Q1 | $597K | Hold |
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|
2016
Q4 | $579K | Sell |
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|
2016
Q3 | $603K | Hold |
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|
2016
Q2 | $600K | Sell |
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|
2016
Q1 | $663K | Sell |
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|
2015
Q4 | $618K | Buy |
|
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|
2015
Q3 | $426K | Buy |
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|
2015
Q2 | $362K | Hold |
|
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|
2015
Q1 | $371K | Hold |
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|
2014
Q4 | $374K | Buy |
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|
2014
Q3 | $322K | Hold |
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|
2014
Q2 | $329K | Hold |
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|
2014
Q1 | $316K | Hold |
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|
2013
Q4 | $312K | Hold |
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|
2013
Q3 | $296K | Hold |
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|
2013
Q2 | $285K | Buy |
|