Corient Private Wealth’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 | $11.1M | Sell |
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|
2025
Q1 | $12.1M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $12.2M | Buy |
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|
2024
Q2 | $9.57M | Sell |
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|
2024
Q1 | $9.93M | Sell |
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|
2023
Q4 | $11M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $9.82M | Buy |
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|
2023
Q1 | $6.01M | Buy |
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|
2022
Q4 | $5.3M | Buy |
|