Creative Planning’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 | $65.2M | Sell |
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|
2025
Q2 | $66.8M | Buy |
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|
2025
Q1 | $63M | Buy |
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|
2024
Q4 | $59.7M | Sell |
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|
2024
Q3 | $64.7M | Sell |
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|
2024
Q2 | $58.7M | Buy |
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|
2024
Q1 | $59.9M | Sell |
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|
2023
Q4 | $62.8M | Sell |
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|
2023
Q3 | $60.5M | Buy |
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|
2023
Q2 | $56.3M | Buy |
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|
2023
Q1 | $56.7M | Sell |
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|
2022
Q4 | $58.1M | Sell |
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|
2022
Q3 | $53.5M | Buy |
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|
2022
Q2 | $55.7M | Sell |
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|
2022
Q1 | $60.4M | Buy |
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|
2021
Q4 | $58.8M | Sell |
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|
2021
Q3 | $55.1M | Sell |
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|
2021
Q2 | $57.7M | Sell |
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|
2021
Q1 | $57.7M | Sell |
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|
2020
Q4 | $53.7M | Sell |
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|
2020
Q3 | $47.8M | Buy |
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|
2020
Q2 | $38.7M | Buy |
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|
2020
Q1 | $24M | Buy |
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|
2019
Q4 | $9.71M | Sell |
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|
2019
Q3 | $9.65M | Buy |
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|
2019
Q2 | $9.06M | Sell |
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|
2019
Q1 | $9.15M | Buy |
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|
2018
Q4 | $8.03M | Buy |
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|
2018
Q3 | $8.44M | Buy |
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|
2018
Q2 | $7.32M | Sell |
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|
2018
Q1 | $8.38M | Buy |
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|
2017
Q4 | $6.74M | Sell |
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|
2017
Q3 | $8.23M | Sell |
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|
2017
Q2 | $8.23M | Sell |
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|
2017
Q1 | $8.35M | Sell |
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|
2016
Q4 | $8.56M | Sell |
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|
2016
Q3 | $9.87M | Buy |
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|
2016
Q2 | $7.5M | Sell |
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|
2016
Q1 | $7.19M | Buy |
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|
2015
Q4 | $5.58M | Sell |
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|
2015
Q3 | $5.48M | Sell |
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|
2015
Q2 | $5.92M | Sell |
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|
2015
Q1 | $6.15M | Sell |
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|
2014
Q4 | $6.53M | Buy |
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|
2014
Q3 | $6.2M | Buy |
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|
2014
Q2 | $5.87M | Buy |
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|
2014
Q1 | $5.27M | Buy |
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|
2013
Q4 | $5.04M | Buy |
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|
2013
Q3 | $4.12M | Sell |
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|
2013
Q2 | $3.99M | Buy |
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