Congress Wealth Management’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
Q2 | $3.87M | Sell |
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|
2025
Q1 | $4.09M | Sell |
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|
2024
Q4 | $4.09M | Buy |
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|
2024
Q3 | $4.19M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $914K | Buy |
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|
2023
Q2 | $836K | Sell |
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|
2023
Q1 | $887K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $808K | Sell |
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|
2022
Q2 | $871K | Buy |
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|
2022
Q1 | $900K | Sell |
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|
2021
Q4 | $1.34M | Buy |
|