Coastal Bridge Advisors’s 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
Q2
$360K Buy
2025
Q1
Sell
2024
Q4
$250K Hold
2024
Q3
$269K Hold
2024
Q2
$241K Hold
2024
Q1
$249K Hold
2023
Q4
$237K Hold
2023
Q3
$218K Hold
2023
Q2
$232K Hold
2023
Q1
$235K Hold
2022
Q4
$237K Buy